AI News
The $3 trillion AI question: Can revenue ever catch up to infrastructure spending?
Three years ago, Sequoia partner David Cahn was one of the first to put a hard number on Silicon Valley’s enormous AI infrastructure bet. In 2023, he calculated that $200 billion in revenue would be needed to justify Nvidia’s $50 billion in GPU revenue and the associated data center costs. Today, that figure has ballooned. […]
