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. herf · 1790712297 · focus · HN ↗
  Total software developer comp (worldwide) is ~$1T
  1. throwaway0q5347 · 1790716244 · focus · HN ↗
    Information worker compensation might be something like 14T total.
    A ~40% reduction in employee compensation to source 6T, globally, seems a little more plausible.
    Clearly, I'm eliding a ton of complexity/nuance.

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