Back of the envelope calculation: Nvidia market cap is 4.5T$, their profit margin is 52%. This means Nvidia would need to sell 1067$ worth of equipment per human being on Earth for investors that buy Nvidia stock today to break even on the investment. Nvidia, unlike Apple, doesn't sell to end users (almost), but to AI companies that provide services to end users. The scale of required spending on Nvidia hardware is comparable to tech companies collectively buying IPhones for every human on Earth, because the value that IPhone users deliver to tech companies is large enough that giving away IPhones is justified.
> This means Nvidia would need to sell 1067$ worth of equipment per human being on Earth for investors that buy Nvidia stock at current prices to break even on the investment
You break even, when you break even, the faster it happens the better for your investment. With the current earnings it will take 53 years for investors to break even.
