Signal
NVIDIA announced aggressive H200 pricing suggesting training cost collapse is accelerating faster than projected
Interpretation
GPU economics shifting from scarcity to abundance model
Implication
Private AI infra becomes viable for mid-market enterprises within 12 months
Signals & Trends is one layer of BdG Advisory's Intelligence work — alongside Operator Notes and Perspectives. Signals are the evidence layer. Notes develop the thinking. Perspectives form the positions.
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