Why AI Model Pricing Is Crashing the Market

Episode 14 of The AI Podcast: Lucas and Luna unpack the staggering collapse in AI inference costs — down 97% in two years — and what it means for the chip stocks lighting up the market. With AMD up 21%, Intel up 11%, and SOXX up 14% in a week, they explore why cheaper AI is creating a boom, not a bust, for semiconductor companies. They discuss the shift from training to inference, the rise of custom chips like Amazon's Trainium, and how falling prices are unlocking new applications that could reignite demand. A data-driven look at the economics of AI and the winners and losers in the new cost regime. #AI #InferenceCosts #Semiconductors #AMD #Intel #Nvidia #ChipDesign #AIInference #TrainingVsInference #CustomChips #Trainium #SOXX #MarketTrends #Technology #BusinessPodcast #FexingoBusiness #TheAIPodcast #TechInvesting Keep every episode free: buymeacoffee.com/fexingo