His revised calculations show the industry needs $320-480 billion in revenue just to break even on 2025 data center spending alone. Current AI revenue sits around $20 billion annually.
It gets worse.
When you add 2026 projections with hundreds of new data centers, break-even revenue approaches $1 trillion.
A few more students paying to cheat on their homework (the single biggest use of ChatGPT) will not cover those bills.
[direct link](https://x.com/HedgieMarkets/status/1977807297759023375)
> His revised calculations show the industry needs $320-480 billion in revenue just to break even on 2025 data center spending alone. Current AI revenue sits around $20 billion annually.
It gets worse.
> When you add 2026 projections with hundreds of new data centers, break-even revenue approaches $1 trillion.
A few more students paying to cheat on their homework (the single biggest use of ChatGPT) will not cover those bills.
(post is archived)