‹ BackHN Continuity

Thread

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. herf · · focus · HN ↗
      Total software developer comp (worldwide) is ~$1T
      1. wnmurphy · · focus · HN ↗
        Yes, and it's $30T when you include all knowledge worker roles.
Open on Hacker News to reply ↗

Unofficial Hacker News client; not affiliated with Y Combinator.