The answer is a **Labor-for-Capital Swap**. As Salesforce demonstrated by cutting ~4,000 jobs while admitting AI handles half their customer volume, companies are trading taxed labor (middle managers) for depreciable assets (GPUs). Every 1,000 roles eliminated frees up the cash flow to purchase roughly **300 H100 GPUs**, forcing their RPE numbers up to chase the Nvidia standard.

Insight 7 of 7 from the full story.

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