Source item
Open original source ↗I’m sorry, but can someone point me to a company that is receiving 10x “yields” (whatever that means) on their capex spend on $NVDA chips…?!
(2) Because the reality, of course, is exactly the opposite of his claim. AI-hosting and hyperscalers are having to invest $4-6 for every $1 of revenue that derives from that capex. He must know this. $NVDA
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Quoted context
These are the quoted author’s words.
"Even when the competitor's chips are offered for free, it's still not cheap enough." Example with Blackwell: $3M in GB200 NVL72 can yield $30M in 3 years, a free GPU at ¼ Blackwell’s performance still means $20M+ in lost revenue. https://t.co/iZ7WjYWpkQ
The_AI_Investor ↗