AI processing hardware deprecates (and depreciates) at a much faster rate than conventional CPUs, as much as 50% per year. Consider the billions being dumped into compute at that rate of depreciation and explain to me:
1. How will tangible assets generate profit net of near term capex requirements and interest on debt?
2. Why wouldn't payroll shrink as a result of the increased AI capabilities emerging from the capex spend?
3. If AI lives up to the hype & given recent news that public backstops are being requested, why shouldn't the US quasi-nationalize cash strapped players and distribute equity to every American?
4. As NVDA and AAPL local models and local compute eat into utility and base automation business, how do edge players maintain profitability without pricing capabilities well beyond the affordability of SMBs and individuals?
1. How will tangible assets generate profit net of near term capex requirements and interest on debt?
2. Why wouldn't payroll shrink as a result of the increased AI capabilities emerging from the capex spend?
3. If AI lives up to the hype & given recent news that public backstops are being requested, why shouldn't the US quasi-nationalize cash strapped players and distribute equity to every American?
4. As NVDA and AAPL local models and local compute eat into utility and base automation business, how do edge players maintain profitability without pricing capabilities well beyond the affordability of SMBs and individuals?