AI Infrastructure Cost Recovery Model Revealed
BenBajarin · x · 2026-07-17
We built Gigawattonomics to test whether AI infrastructure can earn back its capital costs.
The core takeaway: if GPU pricing is $6 with a 75% utilization rate, the tech capex pays for itself in about 2.1 years; for a $50 billion proprietary campus, the payback period extends to roughly 3.8 years.
The author emphasizes that once revenue per watt is clearly calculated, the ROIC logic behind AI infrastructure projects becomes highly visible.
Related event: Gigawattonomics Sparks Debate on AI Infrastructure Payback(8 posts)→
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