Apollo data shows the Magnificent Seven widening their revenue-per-employee lead over the S&P 493 between 2019 and 2026, highlighting the growing productivity gap between Big Tech and the broader market.
nvidia is the only big tech making money from this. they might suffer asetback once the bubble burst though, but not as severely as ms, amazon, google, musk, ZUCK.
Tech companies are paying big money to people with AI skills because they know how to make it work well. Giving a finance bro Copilot won’t amount to more than him automating email replies. But some one building out a fully automated CI/CD pipeline that deploys tens of thousands of instances globally for a SaaS company instead paying a team to maintain is where they get their ROI with AI. Backing that with crazy compute power allows them to do it faster.
Tech companies? Maybe Nvidia. But all the companies buying their hardware (on loans) are they actually making any money?
nvidia is the only big tech making money from this. they might suffer asetback once the bubble burst though, but not as severely as ms, amazon, google, musk, ZUCK.
If they are smart they are investing their revenue in rare metals and other assets for the inevitable crash.
Tech companies are paying big money to people with AI skills because they know how to make it work well. Giving a finance bro Copilot won’t amount to more than him automating email replies. But some one building out a fully automated CI/CD pipeline that deploys tens of thousands of instances globally for a SaaS company instead paying a team to maintain is where they get their ROI with AI. Backing that with crazy compute power allows them to do it faster.
no, but convincing other rubes to give them more money.
All that circular investment is being counted as revenue in some legs of the loop
Yeah, same thing they did in the first dot com bubble in the late 90s. Who could possibly see this coming?