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So his big insight is that if you take away the two largest customers the demand is much lower? Wow, such informative.

>The GPUs and the high bandwidth memory they use have little use other than to run and train these LLMs.

It's compute, and can be used to compute anything.

"It's compute, and can be used to compute anything."

Do you know anyone that needs trillions of dollars of compute?

It's GPU compute, which is a lot more niche. There are only so many things you can render or simulate and only so many people/companies who want to render or simulate something. Not even remotely enough to create enough demand to saturate a trillion dollars worth of GPU data centres.

There is a famously counterintuitive conjecture about demand and supply named "Jevon's paradox". For compute it held so far.

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