In my opinion: NVIDIA is a complete bubble from market valuation to product pricing, and I can’t wait for it to burst.
What’s the return going to be like on that $5.27 B in spend over four years?
I think you have the figures wrong, the investment is said to be around $1.5 billion dollars and $5.27 billion dollars is the expected return over the course of four years. If operators can get returns like that, they could break even in less than two years and profit for the remaining two years.
Question is, does the bubble burst before they could profit or what if their(datacenter operators) customers don’t want to pay those prices to rent these GPU(s)? Former seems more likely to me, latter doesn’t seem possible seeing the craze to put AI in everything.
I think you have the figures wrong, the investment in said to be around $1.5 billion dollars and $5.27 billion dollars is the expected return over the course of four years. If operators can get returns like that, they could break even is less than two years and profit for the remaining two years.
I was referring to the end users of this service (the clients of the cloud data centre). If they spend $5.27 B on access to cloud GPUs, what is their return on this $5.27 B spend?
Good question. To be honest, I don’t understand how these companies are going to be profitable and how much end users (most likely us) will be paying for the services provided using this technology.
In my opinion: NVIDIA is a complete bubble from market valuation to product pricing, and I can’t wait for it to burst.
I think you have the figures wrong, the investment is said to be around $1.5 billion dollars and $5.27 billion dollars is the expected return over the course of four years. If operators can get returns like that, they could break even in less than two years and profit for the remaining two years.
Question is, does the bubble burst before they could profit or what if their(datacenter operators) customers don’t want to pay those prices to rent these GPU(s)? Former seems more likely to me, latter doesn’t seem possible seeing the craze to put AI in everything.
I was referring to the end users of this service (the clients of the cloud data centre). If they spend $5.27 B on access to cloud GPUs, what is their return on this $5.27 B spend?
Good question. To be honest, I don’t understand how these companies are going to be profitable and how much end users (most likely us) will be paying for the services provided using this technology.