Marc Benioff cut 4,000 customer support roles in 72 hours. Same week, NVIDIA printed $81.6 billion in revenue. The OpEx did not vanish. It got re-booked as GPU capex. Drop in your numbers and watch the trade.
Enter your numbers ↓Same OpEx Benioff cut. Different name on the invoice. The savings ledger is the audit trail your CFO will ask for.
A 20% redeploy is the median across our pilot ledger. Above 30% needs a retention plan. Below 10% is signaling, not action.
One H200 cluster lease runs $2.5M/year. Eight ICs at $300K = one cluster. Meta committed $135B this year. Your senior IC line is a rounding error on a single week's hyperscaler order.
Calculating…