[HN Gopher] Big Tech Needs $2T in AI Revenue by 2030
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       Big Tech Needs $2T in AI Revenue by 2030
        
       Author : chilipepperhott
       Score  : 33 points
       Date   : 2025-11-03 21:50 UTC (1 hours ago)
        
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       | cmiles8 wrote:
       | The amount of Big Tech cash flow being diverted into capital
       | investment coupled with the lack of viable business models to
       | actually fund that outflow of cash is outright scary.
       | 
       | A lot of parallels here to infrastructure buildouts leading up to
       | the .com implosion. A lot of dark fiber got dusted off later and
       | used, but unclear if the present buildout of GPUs will have
       | similar decades-long utility.
        
       | masfuerte wrote:
       | This is a lengthy introduction. The complete post requires a
       | subscription.
        
       | Workaccount2 wrote:
       | They know they aren't going to get it, the goal however is to be
       | the one that does get their share of it back.
       | 
       | If OpenAI gets their $500B back, they don't care that everyone
       | else lost $1.5T.
        
       | andy99 wrote:
       | Just a caution, this guy is a Gary Marcus-like perennial chicken
       | little, this isn't some discovery or realization, it's just an
       | ongoing part of someone's identity as an AI bear.
        
         | steeleduncan wrote:
         | This seems like an ad hominem attack, are his numbers
         | incorrect?
        
       | dylan604 wrote:
       | "Jensen Huang claims -- without any real breakdown as to who is
       | buying them -- that NVIDIA has over $500bn in bookings for its AI
       | chips, with little worry about whether there's enough money to
       | actually pay for all of those GPUs or, more operatively, whether
       | anybody plugging them in is making any profits off of them."
       | 
       | Does NVIDIA care if the company that bought their chips cannot
       | make money using their chips? As long as the company's money is
       | transferred into NVIDIA's accounts, that's all that matters to
       | NVIDIA.
        
         | cmiles8 wrote:
         | Unless it was NVIDIA that gave said company the money to buy
         | said chips. The "money" transferring into NVIDIA's accounts in
         | many of these cases is NVIDIA's money being used to buy its own
         | chips.
         | 
         | Those sort of circular deals, at the scale they're happening,
         | is one of the things that's freaking folks out at the moment.
        
       | ortusdux wrote:
       | "During a goldrush, sell shovels"
        
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       (page generated 2025-11-03 23:01 UTC)