The Real Battle for AI Margins Starts in the Data Center

AI economics is shifting as capital spend loses influence and data center maintenance becomes the real driver of profitability.

Daily uptime, thermal stability, and component health now shape margins at hyperscale.

This podcast unpacks why maintenance sits at the center of AI’s cost structure and how it influences the cost to serve as usage reaches billions of queries.

What You’ll Hear: 

• How cost to build, cost to serve, and cost to maintain data centers define AI economics today
• Why inference drives ongoing costs and pushes hardware to its limits
• Efficiency techniques that cut inference costs when infrastructure is maintained with precision