alt Hacker News> What? I let ChatGPT swag an answer on the revenue forecast and it cited $2-6B rev per GW year.
This article is coming from one of the premier groups doing financial and technical analysis on the semiconductor industry and AI companies.
I trust their numbers a hundred times more than a ChatGPT guess.
Are you sure they don't have a vested interest? At least ChatGPT gave me sources.
It doesn't matter who they are if there's nothing backing it up.
The entire article is predicated on the fact that this is profitable long term.
Again: > An AI cloud can generate revenue of $10-12 billion dollars per gigawatt, annually.
Yet this simple fact isn't justified at all nor is it stated what "AI cloud" actually is or how they got to those numbers.