Three years ago, Sequoia partner David Cahn was one of the first people to do the math and put a number on on the implications of Silicon Valley’s titanic spend on AI infrastructure. In 2023 , he was reacting to Nvidia’s reported annual GPU revenue of $50 billion. Starting with that figure, and adding in the implied costs of operating the data centers and the margins for their operators, he deduced that $200 billion in revenue would be required to pay back the up-front investment. H…
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