AI's $200B Question

- The Generative AI wave has led to a surge in demand for GPUs and AI model training.

- Investors are now questioning the purpose and value of the overbuilt GPU capacity.

- For every $1 spent on a GPU, approximately $1 needs to be spent on energy costs to run the GPU in a data center.

- The end user of the GPU needs to generate a margin, which implies that $200B of lifetime revenue would need to be …

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