P Equity Research 📰(@pequityresearch):Interesting visual shared by @friedberg on @theallinpod Starting from $1 of Nvidia COGS, the money flows into $4.00 of Nvidia hardware revenue, scales to $8.6 per year in SpaceXAI compute revenue, grows to $17.8 per year for Anthropic, and ultimately unlocks $36–178 per year in value for the end customer. $SPCX $NVDA

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P Equity Research 📰@pequityresearch

2026.10.31 15:02

Interesting visual shared by @friedberg on @theallinpod Starting from $1 of Nvidia COGS, the money flows into $4.00 of Nvidia hardware revenue, scales to $8.6 per year in SpaceXAI compute revenue, grows to $17.8 per year for Anthropic, and ultimately unlocks $36–178 per year in value for the end customer. $SPCX $NVDA