

Open Source AI Is the Infrastructure Play Boards Finally Get
Boards are waking up to what engineering teams have known for eighteen months: for high-volume, low-risk workloads, open-source AI models often beat proprietary APIs on margin. This is not about ideology, it is about unit economics and workload-specific routing. The firms still paying frontier-API prices for every workload, and the firms that abandoned frontier APIs entirely, are both leaving margin on the table.




