| Bofferbrauer2 said: 10-20 billions would be more than fine, the thing is that currently instead of 10-20 billions they're investing closer to 10-20 trillions, with ROI (return on investment) rates generally being less than 20% so far for the vast majority of AI companies. That simply isn't sustainable for long, especially since computer hardware depreciates in value very quickly. |
Mmmm, the largest estimate I found is from McKinsey at $6.7 trillion by 2030 globally. That actually seems wild, maybe even unreachable with bottlenecks in energy and raw materials? Although the railroad boom in the 1800s was bigger as a fraction of the world's GDP.
But yeah, in that scenario, 10-20 billion a year from US big tech over 5 years would be just a tenth of that, with China and the rest of the world maybe doubling that number. It's probably unlikely to be enough to sustain Nvidia at these highs alone.
