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. nicce · 1790712741 · focus · HN ↗
  > Do we really expect all the world’s corporations to suddenly up their annual spend by 1,000% on average? Why?
  If they keep replacing employees with AI, that is indeed the direction.
  1. sailfast · 1790712841 · focus · HN ↗
    It’s true - but then where do folks get money to buy from the businesses?
    Eventually this merry-go-round runs into some issues if we don’t figure out a way to make this huge productivity boom work.
    someonebaggy · 1790715617 · focus · HN ↗
    From other business owners. If this hypothesis is true, they're saying the share of wealth controlled by labour goes dramatically down, and the share of wealth controlled by capital goes dramatically up. So most of your revenue will come from capital holders instead of labourers.

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