Small quibble, doesn't challenge your overall point, but as I understand it their revenue is somewhat higher than you say. The Open AI revenue was ~$4 billion

Small quibble, doesn't challenge your overall point, but as I understand it their revenue is somewhat higher than you say. The Open AI revenue was ~$4 billion for the first half of the year; Anthropic recently reported a rate (which isn't total revenue, I know) equivalent to about $10 billion/year; NVIDIA's sales are supposed to be up 78% this quarter due to AI sales, reaching $39.33 billion, so plausibly ($39.33/1.78)*0.78 ~= $17 billion from AI in that quarter (rate, again yes I know, of $68 billion/year). So I can believe AI is order-of $100 billion/year economically… to US businesses with customers almost everywhere important except possibly China. But just to re-iterate, this doesn't change your point. Even 100 B / 30 T is only one third of a percent.