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[@LostFundamental](/creator/twitter/LostFundamental)
"$NVDA - The major issue with this level of efficiency is that only $19bn of GPUs spend (NVIDIA revenue) is required to support the projected $300bn LLM revenue in 2030. Thats around X% of the markets expected revenue for NVIDIA. Now we just need to explain the other 95%"  
[X Link](https://x.com/LostFundamental/status/1976585397640851512) [@LostFundamental](/creator/x/LostFundamental) 2025-10-10T09:47Z 2830 followers, 1307 engagements


"@rev_cap @SouthernValue95 even if this happens they are all a short. $200bn revs = $100bn computer at $XXX per GPU hour you need 4.5mn GPUs which lasts for X years so less than 1mn annual $NVDA sales =$50bn. Double that for other LLMs. Where is the other $200-250bn going to come from"  
[X Link](https://x.com/LostFundamental/status/1979650522270535926) [@LostFundamental](/creator/x/LostFundamental) 2025-10-18T20:47Z 2829 followers, XXX engagements