themachinestops@lemmy.dbzer0.com to Technology@lemmy.worldEnglish · 5 days agoAI needs $6tn in annual revenue to justify data centre boom, Bain says | The Nationalwww.thenationalnews.comexternal-linkmessage-square87linkfedilinkarrow-up1578arrow-down14
arrow-up1574arrow-down1external-linkAI needs $6tn in annual revenue to justify data centre boom, Bain says | The Nationalwww.thenationalnews.comthemachinestops@lemmy.dbzer0.com to Technology@lemmy.worldEnglish · 5 days agomessage-square87linkfedilink
minus-squarenightwatch_admin@lemmy.worldlinkfedilinkEnglisharrow-up119·5 days agoRevenue 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.
minus-square🌸𝓯𝓵𝓸𝔀𝓮𝓻🌸@sh.itjust.workslinkfedilinkEnglisharrow-up51·4 days agoTheir argument is going to be that AI is so good, it’ll just replace half of the Fortune 500 with their own agentic AI.
minus-squareVAK@lemmy.worldlinkfedilinkEnglisharrow-up2·edit-23 days agoAWS: 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
minus-squarenightwatch_admin@lemmy.worldlinkfedilinkEnglisharrow-up2·3 days agoBut those are full revenue, including say MS Office subscriptions etc. If AI revenue needs to be 6T, then we need to talk AI revenue.
minus-squareVAK@lemmy.worldlinkfedilinkEnglisharrow-up3·3 days agoYeah the management would add AI features to MS Office subscription, call it an AI product, treble the price and justify their AI investment
minus-squarenightwatch_admin@lemmy.worldlinkfedilinkEnglisharrow-up1·3 days agoTrue that, but even then the dark magic of the street of walls will not save them
minus-squareSocialMediaRefugee@lemmy.worldlinkfedilinkEnglisharrow-up3·4 days agoAll of those DRAMs you can’t buy are in that number.
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.
Their argument is going to be that AI is so good, it’ll just replace half of the Fortune 500 with their own agentic AI.
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
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.
Yeah the management would add AI features to MS Office subscription, call it an AI product, treble the price and justify their AI investment
True that, but even then the dark magic of the street of walls will not save them
All of those DRAMs you can’t buy are in that number.