Napkin math on the AI bubble: 100x cheaper models still mean 1000x more GPUs

gabriel1 · x · 2026-10-10

gabriel1's napkin math on the "AI bubble": if all data eventually passes through an LLM, that's 100,000x more data than today — so even if model costs drop 100x, we'd still need 1,000x more GPUs. A counterintuitive take suggesting compute demand may be far from peak.

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