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[@ben_j_todd](/creator/twitter/ben_j_todd)
"The FT is my favourite newspaper but this seems to be bad reporting. The article "What GPU pricing can tell us about how the AI bubble will pop" points out a rack of X A100 chips need to generate $4/hour to cover the capital cost of the chips over 5yr. It then points out that a *single* A100 chip earns $1.65/hour revenue. But that means a rack of X would make $13/hour 3x the cost Electricity other hardware and datacentre costs would be only another XX% so the profit margin is still about 50%. And this is for chips that are already X years old So this data actually seems like evidence for a"  
[X Link](https://x.com/ben_j_todd/status/1980446425499726094) [@ben_j_todd](/creator/x/ben_j_todd) 2025-10-21T01:29Z 16.5K followers, 23.7K engagements


"Most surreal opening to a Dallas Fed article: Title: "AI will boost productivity" Chart 1: outcomes include singularity or extinction"  
[X Link](https://x.com/ben_j_todd/status/1979339189419413573) [@ben_j_todd](/creator/x/ben_j_todd) 2025-10-18T00:10Z 16.5K followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ben_j_todd "The FT is my favourite newspaper but this seems to be bad reporting. The article "What GPU pricing can tell us about how the AI bubble will pop" points out a rack of X A100 chips need to generate $4/hour to cover the capital cost of the chips over 5yr. It then points out that a single A100 chip earns $1.65/hour revenue. But that means a rack of X would make $13/hour 3x the cost Electricity other hardware and datacentre costs would be only another XX% so the profit margin is still about 50%. And this is for chips that are already X years old So this data actually seems like evidence for a"
X Link @ben_j_todd 2025-10-21T01:29Z 16.5K followers, 23.7K engagements

"Most surreal opening to a Dallas Fed article: Title: "AI will boost productivity" Chart 1: outcomes include singularity or extinction"
X Link @ben_j_todd 2025-10-18T00:10Z 16.5K followers, XXX engagements

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