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. Legend2440 · 1790712395 · focus · HN ↗
  Keep in mind wealth is not a fixed thing. If AI makes their businesses more productive, it would allow the creation of more wealth, giving them more money to pay for AI with.
  This of course hinges on the big if: does AI create wealth? I think yes, but maybe not $6 trillion of it in five years.
  1. latexr · 1790716546 · focus · HN ↗
    No matter how productive you are, at some point producing more does not yield more return. We live in a finite world.

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