Nvidia’s ‘AI Factory’ narrative faces reality check as inference wars expose 70% margins
Join the event trusted by enterprise leaders for nearly two decades. VB Transform brings together the people building real enterprise AI strategy. Learn more The gloves came off at Tuesday at VB Transform 2025 as alternative chip makers directly challenged Nvidia’s dominance narrative during a panel about inference, exposing a fundamental contradiction: How can AI inference be a commoditized “factory” and command 70% gross margins? Jonathan Ross, CEO of Groq, didn’t mince words when discussing