Learning
Learning to the Top 🕵♂️
So base on the alcohol-infused cogitations of known unknowns.Peering into the ruby glow of the last of the claret in the crystal drinkware, the world takes on a kinder aspect.
A few pages ago someone ('pologies for forgetting) posted a report suggesting that by 2027, 87% of chips would have some form of AI.
So, how many of these chips will incorporate the first to market, best in class, all purpose, adaptable, ultra-low power, ultra-fast, de-complexed, affordable AI chip?
So in 2027, there will be N chips p.a. with AI.
Let's say we get one fifth, and let's say we get 50 cents per chip (assuming only a couple of nodes per chip).
So we would get $N/10 p.a.
Professor google tells me that there are about 170 billion chips p.a., 87% of which is about 150 billion.
Now the IoT and ADAS/AV and other growth sectors will produce a large CAGR, say 30%. This results in north of 400 billion by 2027, ie, N= 400 billion chips. That seems a little high, so lets say N = 300 billion chips p.a. by 2027.
How much is Microsoft worth?
NFA: DYOR and beware of the alcohol-infused cogitations of known unknowns.
In the year 2027
From Doc Google figures:-
150 Billion ÷ 5 = 30 Billion x $ 0.5
= 15 Billion Revenue
On the figures of IoT and ADAS/EV with 30% growth:-
300 Billion @ 1% = 3 Billion × $ 0.5
= 1.5 Billion Revenue
(Please note 1% market saturation is the lowest end of the spectrum)
Please DYOR as these are numbers has derive from the intoxicated and alcohol-infused cogitations of known unknowns.
It's great to be a shareholder.
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