Jul. 8 at 4:04 PM
$MU
$GOOGL estimates 5.5M users (0.067% of the world) use OpenClaw & Hermes.
Anyone who uses an AI agents at least once a week KNOWS that AI demand for tokens will grow 1000% in 5 years.
Many Hyperscalers will 3x rental rates for even old hardware like H100. Per Token prices will come down but token revenue will grow exponentially,
A V100 cost about
$1 per million token assuming 5 years of total hours and 10 cents /kwh.
A B300 cost about
$0.13 per million with the same assumptions.
As Utilization goes up and HW becomes more efficient.
BUT memory demand ALWAYS goes up. Especially the demand for HBM or VRAM.
Some tard thinks that capex spending for chip production will create surplus supply. That is insanely wrong.
Memory Demand will Exceed Supply for centuries.
For example
$SKHY capex for HBM is
$400B (some say
$700B ) It is 4 stages with the last building finishing 2033 and producing chips by 2038. First building won't produce new HBM until 2030.
