> $50 billion can be afforded by WAY WAY more sites and companies
Spending $50 billion to do $6 million worth of Ai training seems like a good way to trigger a golden parachute and "spend more time with your family" as a CEO.
Spending $50 billion to do $6 million worth of Ai training seems like a good way to trigger a golden parachute and "spend more time with your family" as a CEO.
Everyone is hung up on the cost of training R1 but it’s 685 billion parameters. We still need all of those GPUs to actually use the model.
That makes both NVDA stock and big AI infrastructure spending less compelling, as those needs are scaled down via software efficiency and chip alternatives.