Part 04
Where margin lives
NVIDIA silicon rent, accounting-engineered cloud margins, model-lab P&L, and the negative-GM agent app stack — with worked numbers at every rung.
Paid report
Part 04 — Where margin lives is in the paid report.
Inference Insight is built for finance, product, procurement, and engineering teams budgeting against volatile agentic AI usage. Buy the report to read the full break-even analysis, sensitivity ranges, and source notes.
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