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. zero_shift · 1790711886 · focus · HN ↗
  In a recession, too. You have to ask where the money even enters the funnel.
  1. dawnerd · 1790713356 · focus · HN ↗
    Ultimately I think they’re looking at the taxpayers to bail them out of this bubble. Everyone knows they over invested, no one wants to admit it because they’ll lose money.

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