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. TimByte · 1790779860 · focus · HN ↗
  > 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
  We tried to justify enterprise assistant budget to the CFO last quarter. They sent us packing after asking exactly how many headcount reductions we could guarantee post-purchase, which stalled the conversation immediately...

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