posted in Technology
AI needs $6tn in annual revenue to justify data centre boom, Bain says | The National
www.thenationalnews.com/future/technology/2026/09/29/ai-industry-needs-to-earn-6-trillion-by-2031-to-justify-data-centres/Replying to @themachinestops@lemmy.dbzer0.com
Revenue is not profit. How are they going to pay their debts, for example? 6T in (fantasised) ARR is already about a third of US Fortune 500 total revenue over 2025, 21T. Good luck with that lol.
Replying to @nightwatch_admin@lemmy.world
AWS: 128B Alphabet : 402B Microsoft: 281B Meta: 201B
Total : 1T
So watch out for everything they charge for to double/treble in a couple of years
Edit: I see that some text is huge. I don’t understand why putting in hyphens seems to be doing that
Replying to @VAK@lemmy.world
But those are full revenue, including say MS Office subscriptions etc. If AI revenue needs to be 6T, then we need to talk AI revenue.
Replying to @nightwatch_admin@lemmy.world
Yeah the management would add AI features to MS Office subscription, call it an AI product, treble the price and justify their AI investment
Replying to @VAK@lemmy.world
True that, but even then the dark magic of the street of walls will not save them