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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. ItsMattyG · · focus · HN ↗
      it seems fairly obvious to me that once ai becomes as good as a worker, people will pay a workers wages to use it - 24/7, can't quit, can't complain that badly, no lunch breaks

      productivity tooling replaces employees

      1. scottLobster · · focus · HN ↗
        So we're talking about the complete destruction of the consumer economy.

        Hard to see how Google or Facebook keeps their advertising models in that environment. There aren't enough construction workers and data scientists to buy everything.

        1. MentalM · · focus · HN ↗
          > There aren't enough construction workers and data scientists to buy everything.

          There will be, when two third of the office workers will be replaced by AI.

          It is astounding why so many people does not understand how consumer economy works. I think it is more a matter of the copium, because, well, it is generally hard to accept the truth that in five years you will have to haul bricks as a job, and the guy who used to put that bricks on one another and make three times less than you in your tech job now will be your new boss.

          And advertising models in that environment? Why should something changed for it?

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