Open code and machines customers already own are outflanking rented AI compute.
Openly licensed software stacks for rival silicon are eroding the developer switching costs behind rented-GPU pricing power, while one-time-purchase local inference converts metered token bills into sunk hardware — AI usage can now grow without ever touching a cloud GPU fleet.
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An openly licensed software stack for rival silicon directly erodes the developer switching costs behind rented-GPU pricing power.
A paid-up machine running inference locally converts metered token bills into sunk hardware — a consumer-scale path for AI usage to grow without ever touching a rented cloud GPU fleet.