Show notes
As AI factories scale and token costs become a defining competitive variable, the way businesses measure infrastructure ROI needs to change. In this episode, Shruti Koparkar from NVIDIA's Accelerated Computing team breaks down tokenomics—the four-pillar framework of token utility, supply, demand, and monetization—and reveals why NVIDIA Blackwell's architecture delivers 50x more tokens per watt than NVIDIA Hopper, translating to a 35x reduction in token cost.🔬Topics covered:The four pillars of tokenomics: utility, supply, demand, and monetizationWhy cost per token beats FLOPS per dollar as an infrastructure metricNVIDIA Blackwell vs. Hopper: 50x more tokens per watt, 35x lower token costHow extreme co-design turns spec-sheet numbers into real-world outputJevons paradox: why lower token cost always drives more GPU demand, not lessThe four business models for turning tokens into revenueChapters:
