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![krishnanrohit Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::226576706.png) rohit [@krishnanrohit](/creator/twitter/krishnanrohit) on x 27.2K followers
Created: 2025-07-22 22:16:49 UTC

With this level of investments being put forth, considering GPUs get out of date quickly, I can't understand the equilibrium.

It needs around $20B revs with XX% residual value after 3y, assuming they can do inference after.

![](https://pbs.twimg.com/media/GwfpY8Nb0AAh8fG.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947782915603239092/c:line.svg)

**Related Topics**
[inference](/topic/inference)
[$20b](/topic/$20b)

[Post Link](https://x.com/krishnanrohit/status/1947782915603239092)