Cohere 7/15 AI-TCO framework: renting vs owning across data centers / chips / models, owned inference layer 8x over cloud, 18x over frontier API

Cohere's July 15, 2026 blog 'The total cost of AI ownership' frames AI cost as 'renting vs owning' across data centers / chips / models; quotes Gartner $2.52T global AI spending in 2026 (44% YoY), IDC/DataRobot (Dec 2025) 96% of gen AI and 92% of agentic AI deployments faced higher-than-expected costs, McKinsey (Nov 2025) only ~1/3 of organizations scale AI enterprise-wide with 5-6% reporting significant financial impact, Mavvrik/Benchmarkit (2025) 80% of companies miss AI forecasts by >25% with ~25% missing by >50% and only 15% within 10%, Uber's claim that 10% of committed code is built by autonomous agents with 12 months of AI budget spent in 4; quotes NVIDIA Blackwell vs Hopper as ~50x more tokens per megawatt with ~35x lower cost per token, Lenovo 2026 amortized cost per million tokens at ~$0.11 on owned H100 vs ~$0.89 cloud instance vs ~$2.00 frontier API (8x edge over cloud, up to 18x over API), 8-GPU server pays back in under 4 months vs on-demand cloud, break-even at ~4 hours/day of use, NVIDIA/SemiAnalysis InferenceX $0.123 per million tokens on GB300.