Lucas and Luna explore how AI model inference costs are rapidly becoming a commodity, with prices dropping over 90% in two years. They discuss the impact on companies like NVIDIA and Broadcom, using current market data from June 3, 2026 — Broadcom up 13.8% in five days, Oracle up 13.7%, and ARM surging 22.7%. The hosts tie this to Alphabet's record $85 billion AI raise and what it means for enterprise adoption. A timely look at the economics powering the next wave of AI deployment.

#AI #InferenceCosts #Commoditization #NVIDIA #Broadcom #Oracle #ARM #Alphabet #Google #AIInfrastructure #GenAI #Fexingo #FexingoBusiness #BusinessPodcast #Technology #MachineLearning #CloudComputing #LLM

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