the Macro Strategist, (https://www.cnbc.com/2026/07/16/fireworks-nvidia-cloud-ai-startup-value.html) on cheaper models is the OPPOSITE of a margin warning for NVDA. It's proof the real money isn't in inference—it's in the silicon, training, and foundational architecture that powers everything downstream. Fireworks needs cheaper because enterprises ARE willing to pay for inference, but they're shopping on price.

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