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Inference Compute Broker for SMEs

COLD✧ v8AI InfrastructureGlobal16 Mar 2026

One-Liner

An aggregator pooling SME inference demand across providers (SiliconFlow, Lambda, Replicate, Cerebras) to obtain volume discounts on AI compute costs.

AI Thinking Process

DIRECTION SKIPPED immediately. Inference commodity race to zero: 90% cost decrease 2023-2026. No moat in margin arbitrage on deflationary commodity. G087 confirmed.

Kill Reason

Commodity race with collapsing margins. Inference costs fell 90% from 2023-2026 and continue falling. SiliconFlow, Lambda, Replicate, and Cerebras are already competing on price in a deflationary commodity market. A broker has razor-thin margins on a product where prices are collapsing; no defensible moat exists when the only value is marginal price arbitrage that evaporates as providers continue their race to zero.

Risk Analysis

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