Analysts still calculate $NVDA's compute demand by assuming a linear association between humans and their prompts. This clip debunks that linear model. Ross reveals that future demand is geometric, where one human prompt triggers an AI, which independently delegates sub-tasks to 10 other AIs, creating a massive, backend compute load. This is Agentic AI at its core and its very under-penetrated as most people still use non-agentic AI for one-off prompts. Compute demand is entirely decoupled from
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x.comCapexAndChill
Analysts still calculate $NVDA's compute demand by assuming a linear association between humans and their prompts. This clip debunks that linear model. Ross reveals
CapexAndChill (@CapexAndChill). 17 likes 5 replies. Analysts still calculate $NVDA's compute demand by assuming a linear association between humans and their prompts. This clip debunks that linear model. Ross reveals that future demand is geometric, where one human prompt triggers an AI, which independently delegates sub-tasks to 10 other AIs ...
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