Nvidia projects $673B in sales as AI demand widens
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Re: Nvidia projects $673B in sales as AI demand widens
#2[flagged]
Re: Nvidia projects $673B in sales as AI demand widens
#3The way publications just regurgitate this stuff with no critical thought boggles my mind.
Re: Nvidia projects $673B in sales as AI demand widens
#4The projected ai capex for this and next years is above 1000b/year. 673b/year doesn't sound so weird, if they manage to spent so much, obviously.
Re: Nvidia projects $673B in sales as AI demand widens
#5The way publications just regurgitate this stuff with no critical thought boggles my mind.
Short it. NVDA is the most liquid market in history.
Re: Nvidia projects $673B in sales as AI demand widens
#6[flagged]
Its possible that the bubble hyperstitions itself through nonsense takes like this
Re: Nvidia projects $673B in sales as AI demand widens
#7The projected ai capex for this and next years is above 1000b/year. 673b/year doesn't sound so weird, if they manage to spent so much, obviously.
[flagged]
Re: Nvidia projects $673B in sales as AI demand widens
#8Re: Nvidia projects $673B in sales as AI demand widens
#9[dead]
Re: Nvidia projects $673B in sales as AI demand widens
#10The projected ai capex for this and next years is above 1000b/year. 673b/year doesn't sound so weird, if they manage to spent so much, obviously.
I couldn’t find the 1000b number, but if that is “ai buildout capex” that means you think that 67% of every dollar spent on building data centers, training models, and running inference, is going directly to nvidia.
Which is just silly on the face of it. Data centers need concrete, copper, DRAM, SSDs, and labour. That alone will cost more than 33%.