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

222 points · 335 comments · Betelbuddy

  1. bunderbunder · · 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. idiotsecant · · focus · HN ↗
      I think we've barely scratched the surface of available 'evil' applications for AI that will be immensely powerful. Building, for example, an application capable of building personalized emotionally targeted advertisements based on a user profile would be incredibly effective and probably expensive but I bet it would pay dividends.
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