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The Math of the AI Bubble (A 2027 Forecast)(ksaweryskowron.substack.com)
1 points by mooreds 12 hours ago | 2 comments
verdverm 12 hours ago | parent | next [-]

> It is estimated that Big Tech companies plan to spend around $3 trillion on AI infrastructure and research by 2030

1. I'd like to see this broken down rather than mindlessly repeated. This is the highest number that is thrown around by the anti-Ai luddites

2. This number can change instantly, like how Nvidia & OpenAI put their $100B on ice this week. It hasn't been spent so it doesn't require the bad math revenue projections either

mwkaufma 12 hours ago | parent | prev [-]

Picking the number "70%" out of a hat is not "math."