Post #4357611

2026-08-03 14:48 UTC

@david_chisnall@infosec.exchange @anttipeltola@mastodon.world lets stipulate* that the figure for total industry revenue is ~~ US $800 billion now some of that is circular, but still, for an early stage, CAPEX intensive technology, a spend/revenue ratio of ~~ 2/1 isn't that bad *the source notes that this number is more wish then actual

Replies (1)

@david_chisnall@infosec.exchange 2026-08-03 15:00

@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.

Open ##4357610