NVIDIA's vice president of applied deep learning, Bryan Catanzaro, said something in an Axios interview in April 2026 that should have stopped every enterprise AI roadmap cold:

"For my team, the cost of compute is far beyond the costs of the employees."

That is not a critic talking. That is the VP of the company selling the chips that power every AI datacenter on the planet. When NVIDIA's own leadership admits compute outweighs payroll, the "AI will save you money" narrative has a problem.

But most companies missed the signal. They were too busy tokenmaxxing.

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