Hardware
The math still ain’t mathing.
The math still ain’t mathing. Recently we estimated global (ex China) AI revenues of around 200bn annualised, based on four different sources. Just come across a fifth, based on Nvidia inference sales
The math still ain’t mathing. Recently we estimated global (ex China) AI revenues of around 200bn annualised, based on four different sources. Just come across a fifth, based on Nvidia inference sales. Again around 200bn. So that's a lot, but we still need TRILLIONS to make the capex maths work.
Source: Gary Marcus (X) | 2026-08-03