IBM might not have a data strategy or AI plan but he isn’t wrong on the inability to generate a profit.
A bit of napkin math: NVIDIA claims 0.4J per token for their latest generation 1GW plant with 80% utilisation can therefore produce 6.29 10^16 tokens a year.
There are ~10^14 tokens on the internet. ~10^19 tokens have been spoken by humans… so far.
> ~10^14 tokens on the internet
Does that include image tokens? My bet is with image tokens you are off by at least 5 orders of magnitude for both.
I must be dense, why does this imply AI can't be profitable?