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Your math is correct, but it’s math based on today’s economics.

Think of a company like Apple moving onto your turf. They’re not going to cede AI to the cloud. They want their part of the pie.

So in 7 years, how much AI will be handled locally on your iPhone. And will you have repaid all the debt on your balance sheet before Apple eats your lunch

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There is zero chance that an LLM approximating a modern frontier model is going to be running on a phone in the next decade. Even if you grant that you could stack enough DRAM dies on top of each other in the package, that would be a three order of magnitude improvement in power efficiency just for the compute.

I think most important thing is that Nvidia doesnt want to give 100% of market to frontier AI labs either.

It's way too easy for 1T+ frontier labs to ditch Nvidia. So Nvidia will also put effort to make sure there are open weights models and local hardware available.

And Apple will benefit from this too.

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