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AI needs $6T in annual revenue to justify data centre boom

222 points · 335 comments · Betelbuddy

  1. missedthecue · · focus · HN ↗
    That segment would include innovations in search, advertising, autonomy and physical AI, analysts at Boston-based Bain said.

    Consumer-focused services, which includes subscriptions and advertising revenue, is seen to contribute $200 billion to $400 billion

    So not $6T of ARR subscription sales, but $6T of "economic enablement". By 2031, the global economy is estimated to add another $40T of economic activity to GDP. So AI needs to account for 15% of that.

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