tae kim and AlphaSense argue AI CapEx won’t peak because models keep improving and labs like Anthropic would generate more revenue if they had more GPUs, implying continued demand for Nvidia hardware.
How is Anthropic going to release a newer, more powerful model that requires more compute when it can't even serve the current one?
They need millions of more GPUs. $NVDA
AI CapEx won’t peak until the models stop getting better.
Anthropic, OpenAI, and everyone else would be generating more revenue if they had more GPUs.
This finding is one of many signals tracked across Stock Market. The live feed updates every few hours with new expert voices, debates, and emerging ideas.
← Back to Stock Market