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289 | Breaking Analysis | Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics
August 30, 2025
In the latest Breaking Analysis, theCUBE Research’s Dave Vellante takes a look at Jensen’s Law, reframing it through the lens of AI factory economics. He explains how this shift highlights a deeper economic reality, where technology investments drive efficiency, growth and competitive advantage across power-limited data center environments.
Vellante focuses on Nvidia’s operating model, which prioritizes performance per watt and cluster-level efficiency. He explores how these factors not only increase monetizable throughput but also reduce unit costs,...Read more