LNU 0.00% 0.2¢ linius technologies limited

Ann: Investor presentation, page-17

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  1. 2,954 Posts.
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    The need for Linius is the cost of data use and storage. Once the data is virtualised it consumes about 1% of original data.
    From Sequoia Capital's website

    Consider the following: For every $1 spent on a GPU, roughly $1 needs to be spent on energy costs to run the GPU in a data center. So if Nvidia sells $50B in run-rate GPU revenue by the end of the year (a conservative estimate based on analyst forecasts), that implies approximately $100B in data center expenditures. The end user of the GPU—for example, Starbucks, X, Tesla, Github Copilot or a new startup—needs to earn a margin too. Let’s assume they need to earn a 50% margin. This implies that for each year of current GPU CapEx, $200B of lifetime revenue would need to be generated by these GPUs to pay back the upfront capital investment. This does not include any margin for the cloud vendors—for them to earn a positive return, the total revenue requirement would be even higher.

 
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