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AI Business Models
Who pays for AI, where value originates and how durable economics may form.
02essays
01Who Will Pay for the Global GPU and Data-Centre Buildout?A platform may finance an AI data centre without bearing its entire eventual cost. Follow cash spending, leases, depreciation, cloud contracts and electricity tariffs to see where the risk lands.Oct 6, 202612 min read02When Token Costs Approach Zero, What Remains Expensive?Falling model prices do not make the full cost of AI disappear. The scarce and expensive parts are moving into energy, usable data, integration, verification, trust and organizational change.Sep 4, 202612 min read
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