Why all the talk about artificial intelligence is more hype and myth
In just 14 months, Anthropic’s revenue skyrocketed from one billion to nearly twenty billion dollars — a record that surpasses Zoom’s achievements during the pandemic, when their income grew from $0.3 billion to $2.6 billion in about a year.
Last month, OpenAI attracted a staggering $110 billion in investments — even more than Saudi Aramco’s IPO in 2019 ($29.4 billion), and this was not a public offering.
NVIDIA’s investments are also impressive — they invested around $30 billion in OpenAI and another $10 billion in Anthropic. The entire European venture market for a year amounts to roughly the same — about thirty billion.
Regarding corporate spending: giants like Microsoft, Meta, Google, and Oracle are already planning to spend around $690 billion by 2026. In just one year, these companies are spending more money than the entire lunar program, which lasted 11 years (adjusted for inflation).
Total AI development costs by that time could reach about $2.5 trillion — roughly equivalent to the GDP of a major country.
As for Claude Code, its value has grown over the year to around $2.5 billion — approximately equal to the entire market for software development tools before AI emerged.
At yesterday’s GTC conference, Jensen Huang showed that NVIDIA has demand for computing power next year amounting to about one trillion dollars. Deployment of systems worth around $620 billion is expected across the US.
In other words, the bubble has clearly inflated — it’s time to deflate it and stop believing in unreal growth scales.
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