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%.
$673B for paperclips that solve 3 Erdos conjectures per year, plagiarize existing open source and write 1T blog posts per day.
Since 2015 the whole "economy" is based on printing money and diverting it to companies that have some sort of a product around which the media creates a superficially plausible narrative. A bubble ensues until the next scam.
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%.
Since 2015 the whole "economy" is based on printing money and diverting it to companies that have some sort of a product around which the media creates a superficially plausible narrative. A bubble ensues until the next scam.
Everyone is paying for it through inflation.