Pedro Domingos: Double LLM efficiency and you should be worth $100B, given Nvidia's math

pmddomingos · x · 2026-09-04

AI researcher Pedro Domingos offered a provocative valuation analogy: Nvidia is worth $5 trillion because GPUs speed up LLMs by 10-100x. Flip that around, he argues, and anyone who can (easily) double LLMs' efficiency should be worth at least $100 billion — a pointed claim about where the AI value actually accrues between hardware and software.

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