Barclays Projections Challenges ‘Jensen’s Math’ In a separate analysis, Barclays delivered a reality check to what’s been termed “Jensen’s Math,” which is its CEO’s aggressive revenue projections for ...
According to what is now being called “Jensen’s Math,” a 1 GW AI factory has a total cost of $60 to $80 billion, with the “compute cost”—NVIDIA's potential revenue—representing a staggering $40 to $50 ...
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