Comment The real enemy for OpenAI and Nvidia is TPUs (Score 1) 133
Since GPT2.0 the cost of tokens has dropped by 99.9% - A verifiable number that blows away Moore's law for computing. Nvidia depends on AI companies to buy GPUs. OpenAI and friends received funding rounds based on anticipated profits that were calculated from what they could charge for tokens. Google has driven the cost of tokens down using the custom silicon they have developed in-house in 2014, the TPU. In 2025 alone, Google pushed prices down another 78%. This massive hardware efficiency allows Google to launch models like Gemini 3.5 Flash-Lite, pricing input tokens as low as $0.10 to $0.30 per 1 Million tokens, forcing OpenAI and Anthropic to consistently cut their own model prices to remain competitive. The problem for OpenAI is that they are losing money while Google is making a profits.
By selling fear, OpenAI and friends get excuses to give investors on why their profits have not materialized as promised. Meanwhile, Google will continue to drink everyone's milkshake by pursuing a free-market based Netscape vs IE strategy of driving the price of tokens to zero. Eventually, Nvidia will have to refocus on making GPUs for our gaming PCs.