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What Everyone Is Getting Wrong About Sequoia's $600B AI Gap Argument
The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis
Navigating the Potential AI Bubble
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Investors like Nat Freeman and Daniel Gross acquired H100s worth $100 million to provide computing access to startups but as GPU availability increased, firms like Conviction reduced orders and sold servers. Sequoia Capital called a peak to the GPU supply shortage in late 2023. The essay 'AI's $600 billion question' highlights the gap between revenue expectations and actual revenue growth in the AI ecosystem, estimated at $500 billion by David Khan. This calculation is based on Nvidia's revenue forecast, reflecting the total cost of AI data centers where GPUs account for half.
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