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I think Nvidia is undervalued. What? Undervalued. On what basis? Because the future is much bigger. Nvidia. That'ss just one example. Right. What about the total, Gen-AI future. What is the value over the future? Is this a bubble today or not? Okay. Some critics, the most negative guy says, oh, this AGI, ASI in ten years, maybe only 5% is actually useful.
You know, replacing people's job. But 95% still the same. No change. It takes time. So I say, okay, let's accept the most negative critics view. That is only 5% change, 95% unchanged. But what is the, you know, ASI investment required to take. 10,000 smarter than mankind. How many? How many gigawatts?
We were talking about gigawatts just before me. Yeah. I have predicted it will take 400 gigawatts of AI datacenters power. 400 gigawatts. That's bigger than total U.S. electricity. And it will require 200 million chip. Okay. The cumulative CapEx, $9 trillion, $9 trillion. How they recoup? How they recoup.
It's too much investment for many people's view. I say I say it's still very reasonable. CapEx, $9 trillion is not too big, maybe too small. You like to think big? Yeah. So let me say, what is 9 trillion that accumulative. But if the 5% of GDP in ten years from today replaced by ASI. What is the number?
Right. 5% of global GDP is $9 trillion. 9 trillion that are per year. If the ASI produce you $9 trillion per year cumulative investment of $9 trillion. Small money. All right. So the more money you make in one year for the total cumulative. So that means $9 trillion CapEx investment, you can depreciate one year revenue.
That means like 50% profit, 50% profit. It is going to be $4 trillion net income per year. $4 trillion net income shared by new GAFA. Four companies will take trillion profit. And you want to be one of them? Of course.
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