[collingreen]

In what ways do common accounting standards and amortizing the costs (this is tricky for ai and the current batch of gpus I hear!) change the data presented here? Does it detract from the point? Completely contradict it?

You can turn your drive-by dismissal into something really informative if you want to.

[raincole]

First of all, the whole website is based on what the CEOs said they're going to spend. Not the actual money spent. So there is no real 'data' presented here or to contradict.

Second, even if you take CEOs' words at face value, they didn't distinguish the capex for hardware, electricity, software and salary. You can make up whatever the percentage for hardware and the depreciation rate you believe and fit an arbitrary narrative.