X·财经博主· Shanu Mathew (@ShanuMathew93)·· 11 天前AI 评分38
Gigabrains help me out:
Gigabrains help me out:
AI 导读
Gigabrains help me out: GS puts required annual hyperscale AI revenue at $526bn, based on average annual capex across 2026 and 2027 and a 20% hyperscaler ROIC. I assume OpenAI and Anthropic have similar ARR, GW capacity and inference share, with $20bn of revenue per blended GW
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