Post #4357610

@failedLyndonLaRouchite@mas.to @anttipeltola@mastodon.world The big problem (aside from missing around $1.65T of spending) is that NVIDIA is a supplier for everyone else, so adding NVIDIA's revenue to the total revenue makes no sense. That $516 B NVIDIA's revenue is actually everyone else's spend. The same for AMD, though their revenue is largely a round error. Everyone else is in a similar place in the supply chain. If you remove the two GPU vendors (which is what their 'hide infrastructure' button) does, you get: Spend: $1.2T Revenue: $183B Which is a 6.5/1. Except that's not the real number, that $1.2T is actually $2.85T. Spending $2.85T to bring in $183B is silly. Especially since a huge amount of that $2.85T is stuff that fully depreciates over 3 years.