NVIDIA at $5T: The Build-vs-Buy Decision Just Shifted

NVIDIA became the first chipmaker to top $5 trillion in market value, underscoring how central AI compute has become.

Hyperscalers are still pouring money into 2026 AI infrastructure, but the economics of serving models are changing fast.

Falling GPU prices and newer hardware like Blackwell, H200, B200, and Vera Rubin are lowering inference costs.

That makes long-context workloads and self-hosted 70B-class models more practical for more teams.

As a result, many software teams are rethinking whether to use managed APIs or run models on-prem.