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Closed AI models drive higher revenue despite $100B costs, Ivana Delevska notes

Closed AI models drive higher revenue despite $100B costs, Ivana Delevska notes
AVGO backs closed AI amid high costs

Ivana Delevska, founder / CIO at SPEAR Invest, highlights AVGO's strategic focus on closed AI models. According to AVGO CEO Hock Tan, open-weight models require $100 billion in compute resources but generate only $30 billion in revenue, while frontier models spend $100 billion and bring in $120 billion. Tan raises concerns about the sustainability of some approaches to AI monetization, as discussed during the GS Communacopia Conference this week.

Delevska previously discussed the potential impact of closed AI models on Nvidia's earnings and outlook in a recent analysis. She also flagged significant position exits in several technology stocks, including CIFR, CLSK, and APLD, as noted in an earlier report. These comments add context to current debates on AI monetization models.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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