[klausa]

I'm sorry; are you trying to suggest that the total addressable market of Nvidia is _literally the entire world's wages_?

[ArtTimeInvestor]

The world's wages are the TAM for replacing humans with computers.

Nvidia is a key player in this. So I would be surprised if they capture less than 1% of that value.

[asadotzler]

I would be surprised if they capture 1/10th of 1%, heck, 1/100th of 1% of the worlds annual wages. You're losing folks here with some pretty wild predictions based on absolute guesswork with no supporting reasoning other than you'd be surprised.

[ivalm]

That’s literally the AI bull case. Replacement of all human labor.

[kortilla]

No it’s not. The bull case is replacement of labor that interacts directly with computers, and that one is already super bullshit based on the current results.