Build Design Systems With Penpot Components
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David Cahn's analysis reveals that the gap between AI infrastructure investment and actual revenue growth has widened significantly since 2023. The "$200B question" of where AI revenue will come from has now become a "$600B question," raising concerns about the sustainability of current AI investments and market expectations.
The supply shortage of GPUs has subsided, but stockpiles are growing
OpenAI dominates AI revenue, with few other companies showing significant growth
The gap between infrastructure investment and revenue has increased to $500B annually
Nvidia's upcoming B100 chip may lead to another surge in demand
Challenges include lack of pricing power, potential for investment losses, and rapid depreciation of hardware
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