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Some numbers for the people in the back. https://isaiprofitable.com/ https://isaiprofitable.com/

• Timshel 3mo ago
  The header looks not too bad until you realize that 2/3 of the industry revenue is Nvidia ... If you remove the shovel sellers (Micron/Nvidia/AMD) revenue is left at $183B.
  • Mistletoe 3mo ago
    Yep you see how deep the scam goes. It’s like in the gold rush if the ONLY people that made money were the one shovel seller.
• jqpabc123 3mo ago
  Some logic for those who don't do numbers: Token rates need to double in order for the industry to "break even". In reality, just "breaking even" is not enough. Venture capital expects a sizeable return on their investment. So look for token rates to triple. In reality, most companies are not at all prepared to feed AI vendors what they need in order to become profitable. Uber is an early example of what is in store. https://aimagazine.com/news/why-uber-has-already-burned-through-its-ai-budget https://aimagazine.com/news/why-uber-has-already-burned-thro... https://www.forbes.com/sites/janakirammsv/2026/05/17/uber-burns-its-2026-ai-budget-in-four-months-on-claude-code/ https://www.forbes.com/sites/janakirammsv/2026/05/17/uber-bu...
• tim333 3mo ago
  That doesn't actually show profit in the GAAP sense.