AI Revenue Could Top Depreciation Around 2027, but Owners Face an $8.5 Trillion Hurdle

AI-related revenue across 15 platforms and service providers is projected to exceed annual infrastructure depreciation around 2027, while data-center owners face a much higher revenue hurdle. The group’s AI-related revenue is projected to reach about $1.5 trillion in 2030. That annual estimate does not establish whether data-center owners can cover capital spending and financing costs or earn a return on their investments. Data-center owners need $8.5 trillion in cumulative revenue through 2030 to cover capital spending and financing costs and achieve a 12% return on invested capital. Separately, revenue attributable to enterprise and consumer AI businesses is projected to total $3.6 trillion over the period. That estimate concerns AI businesses, not revenue attributed to data centers.

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