Thread

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

222 points · 335 comments · Betelbuddy

bunderbunder · 1790711630 · focus · HN ↗
They talk a bit about where the AI companies are supposed to get their revenue from. I’d like to see these analyses go a step further and talk about how those AI customers are supposed to come up with that money as well.
For example, the article suggests $1T from enterprise productivity tooling. A quick Google suggests the global enterprise productivity tooling market is only worth about $0.1T right now.
Do we really expect all the world’s corporations to suddenly up their annual spend by 1,000% on average? Why?
1. supertrope · 1790712537 · focus · HN ↗
  AI is the second Industrial Revolution! You cannot use outdated notions. The nature of work and value creation itself is changing. Those who do not embrace AI will be left behind. Soon AI will accelerate in its ability to self-improve resulting in general artificial intelligence. This will result in not just our economy reaching the next level but will illuminate the very nature of knowledge and existence. We will ascend becoming beings made of pure energy.
  1. pydry · 1790712704 · focus · HN ↗
    This really is the only scenario that justifies current valuations.

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