Gerstner says $250B NVIDIA spend implies $500B total capex requiring $1 trillion in AI revenue to justify.
“Assuming that is just 50% of the CapEx, you're spending about 500,000,000,000 on CapEx, and then you've gotta earn about a trillion dollars of AI revenue for all of this CapEx to be worth it.”
Gerstner says $3 vs $15 inference cost is irrelevant when replacing $200/hour consultants with AI.
“It's just irrelevance. That inference cost difference is irrelevant if you're getting something that's bulletproof for $15.”