market is finding it hard to make sense of AI right now...this is a very good summary
as much as...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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The post says Nvidia, SpaceX and Anthropic are linked in an AI-compute revenue chain: $1 of Nvidia COGS corresponds to about $4 of Nvidia revenue, $8.6 of annual SpaceX compute revenue and $17.8 of annual Anthropic revenue, with roughly 75%, 83% and 85% margins, respectively. The author expects a bumpy ride but believes companies with access to scarce energy and compute are positioned to win.
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