Nvidia's AI empire is crumbling. Google's TPUs now deliver 4x better performance-per-dollar for inference, the workload consuming 75% of AI compute by 2030. Midjourney slashed costs 65% by switching. Meta's negotiating multibillion-dollar TPU deals. Even Wall Street legends like Peter Thiel and Michael Burry are dumping $6B+ in Nvidia stock. The inference era has arrived, and specialized ASICs are winning.
