NVIDIA pivot faces scaling critique

- Evan (@EvanWritesOnX) criticized Nvidia's 'AI factories' scaling assumptions, arguing energy, chip and software layers may not align for low-cost token inference economics. (x.com) - Munshipremchand counterpointed that co-design across hardware and software is key to drive down per-token costs in production AI, per his thread. (x.com) - The debate frames Nvidia's strategic shift as operationally risky even as demand for chips remains strong. (x.com) (x.com)