There Is No Mine. Stop Buying Shovels.
Executives are buying GPUs like they're staking gold claims.
The pitch deck says “AI gold rush,” and suddenly you’re spec’ing DGX clusters.
But inference isn’t mining — it’s manufacturing.
And most of you haven’t built the factory.
Gold has value the moment you dig it up.
Oil has value once you refine it.
Inference only has value when you build a system that turns it into outcomes — repeatedly, measurably, and safely.
Until you can show me yield rates and cost per completed task, you’re not doing AI at scale. You’re just burning tokens.
The Test
If you can’t answer these seven questions with numbers, you’re not ready to buy more hardware:
1️⃣ Unit of value: What’s a completed task worth — ticket deflection, minutes saved, conversion uplift, cycle time reduction?
2️⃣ Cost per outcome: Total cost per accepted task, not per token.
3️⃣ Yield & quality: How often do you accept model output without human correction?
4️⃣ Policy placement: How do you enforce residency and compliance before the inference runs?
5️⃣ Throughput under constraint: What happens at 2× load? What actually breaks first?
6️⃣ Change management: How do you promote and roll back changes to prompts, models, and tools?
7️⃣ Attribution: Which component — RAG, prompt, model, or tool — moved a KPI by 5% last quarter?
If those questions make you uncomfortable, good. That’s the gap between demos and production.
Why the Metaphors Fail
The “gold rush” line isn’t just imprecise — it’s expensive.
Gold is valuable when you extract it.
Inference isn’t.
Each output is situational, ephemeral, and non-transferable.
You can’t deposit it. You can’t trade it. You can’t hold it as an asset.
The value only comes from the system that turns those inferences into outcomes — with control, measurement, and evolution.
What Actually Works
✅ Define 3–5 repeatable, measurable tasks.
✅ Instrument the line — cost per accepted output, quality gates, feedback loops.
✅ Enforce placement before orchestration — that’s your missing layer between “schedule it” and “run it.”
✅ Budget by outcome, not tokens.
✅ Kill the brittle demos. If it can’t survive regression tests, it’s not production.
Where Vendors Fit
Dell, HPE, Supermicro, NVIDIA, AMD — they matter.
Power, cooling, and interconnects determine your throughput ceiling and unit economics.
But they can’t build your factory. That’s on you.
Hardware doesn’t print money when your line design is wrong.
Bottom Line
There’s no gold rush in AI.
There’s work.
The executives who can answer those seven questions with numbers will create moats.
The ones chasing metaphors will buy shovels for a mine that doesn’t exist.
Build the factory. Then scale.