AIThe Next Webabout 3 hours ago
Bain: AI Needs $6tn Annual Revenue by 2031
2 min read
Bain & Company estimates the AI industry must generate about $6tn in annual revenue by 2031 to fund data centre buildouts, but existing products cover only $1.2tn to $1.8tn. Capital spending could hit $1.5tn yearly, with Microsoft, Google, Amazon, Meta and Oracle alone spending $780bn in 2026. Bain flags power, chips, labour and permits as shortages.
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