“In fact, David Cahn, an analyst with Sequoia Capital, believes that AI companies will have to earn about $600 billion per year to pay for their AI infrastructure, such as datacenters.”

https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-industry-needs-to-earn-dollar600-billion-per-year-to-pay-for-massive-hardware-spend-fears-of-an-ai-bubble-intensify-in-wake-of-sequoia-report

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