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TechCrunch·4 min read·hard

Can AI answer the $3 trillion question?

T
Tim Fernholz
Can AI answer the $3 trillion question?
AI Summary

Industry analysts estimate that the AI sector must generate $3 trillion in revenue to justify the massive capital expenditure on infrastructure. While hyperscalers expect future returns, there is a growing gap between current AI earnings and the cost of hardware.

Three years ago, Sequoia partner David Cahn was one of the first people to do the math and put a number on on the implications of Silicon Valley’s titanic spend on AI infrastructure.

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Can AI answer the $3 trillion question? — Headlinne — headlinne