Analyst at Sequoia Capital, David Cahn, noted last September that there was a very significant gap between the revenue expectations implied by the AI infrastructure build-out and the actual revenue growth in the AI ecosystem. He estimated that the annual AI revenue required to pay for their investments was $200 billion.
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https://www.techspot.com/news/103699-big-tech-needs-generate-600-billion-annual-revenue.html?utm_source=dlvr.it&utm_medium=blogger