JPM’s chart puts global AI compute demand at ~450 GW in 2030 and ~530 GW in 2031. Translating that…

JPM’s chart puts global AI compute demand at ~450 GW in 2030 and ~530 GW in 2031. Translating that into capital and revenue shows aggressive these assumptions seem to be. At an illustrative $50B per fully equipped GW (low-end by the way as costs are moving up), supplying 530 GW 引用 @pequityresearch