Why is stocks down today??
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Date: November 20th, 2025 10:36 PM Author: Dun spectacular sweet tailpipe twinkling uncleanness
>The consumer/business user spends $1 on a ChatGPT subscription (OpenAI revenue).
> OpenAI then provides the service by spending $2 on Microsoft AI infrastructure (Microsoft revenue).
> Microsoft spends $0.60 on leasing GPUs from CoreWeave to handle the compute load (CoreWeave revenue).
> CoreWeave spends $2.40 on chips from NVIDIA (NVIDIA revenue) and $2.40 on other Capex (revenue to a variety of companies)
$1 of loss-making customer revenue cascades into more than $8 of aggregate AI revenue across the supply chain.
(http://www.autoadmit.com/thread.php?thread_id=5800513&forum_id=2/#49448548) |
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