Broadcom CEO claims open-weight models burn $100B compute for $30B revenue
zephyr_z9 · x · 2026-09-09
At a Goldman conference, Broadcom CEO Hock Tan broke down AI economics: open-weight models have burned roughly $100B in compute to generate only $30B in revenue, while frontier models spend $100B to make $120B — implying open models are unsustainable. Commenter zephyrz9 disputes the numbers, arguing open model developers have spent at most $10B–$15B (optimistically), suggesting Tan may be inflating figures to shade Nvidia.
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