And while many enterprises are still grappling with how to quantify AI’s return on investment (ROI), things appear to be much clearer with regard to infrastructure providers. As our sibling site The Next Platform previously estimated, a cluster of 16,000 H100s would set you back roughly $1.5 billion and generate $5.27 billion in revenue over the course of four years.

Of course, that assumes the AI boom doesn’t go bust before then.

Thats a nice return, but it’s not guaranteed the there won’t be a correction in spend on “AI”.