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AI's $600B Question
The AI bubble is reaching a tipping point. As we continue to follow the GPUs, navigating what comes next will be essential.
Then you multiply by 2x again, to reflect a 50% gross margin for the end-user of the GPU, (e.g., the startup or business buying AI compute from Azure or AWS or GCP, who needs to make money as well). One of the major rebuttals to my last piece was that “GPU CapEx is like building railroads” and eventually the trains will come, as will the destinations—the new agriculture exports, amusement parks, malls, etc. Again, this parallel doesn’t exist for physical infrastructure, which does not follow any “Moore’s Law” type curve, such that cost vs. performance continuously improves.
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