Nvidia is likely to have a $36-40 B revenue year this year and next because of massive customer investments. Meta is spending $8 B on their gear and about the same next year. OpenAI+Microsoft are likely following suit with several billion in server buildout. I'm curious if Google or Apple will be adding large swaths of AI boxes to their fleet too.
Ridiculous. This implies infinite supply. Neither the supply chain, nor nature is designed to churn out GPUs like this. That $ will take time to be captured.
