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

222 points · 335 comments · Betelbuddy

  1. guyzero · · focus · HN ↗
    It's clearly a bubble. I'm not sure why more people don't describe it that way. It's a gold rush. People are hoping that everyone else drops out before they do. Nobody thinks all the participants can win. At best one of them can take a small fraction of $6T.
    1. QuiEgo · · focus · HN ↗
      The magic is that some of them will get some not-trivial fraction of that $6T. Feels like the .com boom all over again - most of these companies won’t make it, but the few that do are going to be FAANG level monsters. All the investors want a slice of that.
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