AITechCrunchabout 1 hour ago
Can AI answer the $3 trillion question?
1 min read
Sequoia partner David Cahn calculates the AI industry needs $3 trillion in revenue to justify $1.5 trillion in infrastructure spending by 2026. Anthropic hit $60 billion ARR while OpenAI earned $13 billion in 2025. Apollo economist Torsten Slok warns that slower payoffs from hyperscalers could risk a recession and S&P 500 correction.
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