Comment by conradkay

> If you think AI should look like SaaS and spend 10% of their revenue on compute, that's $1T in revenue. If you think it's a hardware business, that's 30% margins and perhaps $200b in revenue. I went with something in the middle at $500b.

I'd think it's more sound to just look at what percent of their current spend is on compute? Seems to be 50-60%