This is not margin question. This is question, of extreme energy ineffectiveness of current AI, so even most energy-effective GPUs spent their cost to energy in

This is not margin question. This is question, of extreme energy ineffectiveness of current AI, so even most energy-effective GPUs spent their cost to energy in less than year (if used 100% of time). FPGAs and ASICs are better on energy effectiveness, for 3-4 times, but cost per installed FLOP also larger for 3-4 times. And money are expensive now, so we cannot consider, $200B investments will be returned with low rates for example 20 years, now much more real scenario, interests about 20%, so need to have much higher margin, to pay debt within 4-5 years maximum.