AI Bubble Debate: $2.5 Trillion Annual Revenue Needed to Cover Capex, Economist Estimates
aiamblichus · x · 2026-08-04
Citing The Economist, covering AI capex requires $2.5 trillion annual revenue, exceeding tech's total revenue. Survey shows 33% use AI at work, down from 46% peak. Comment suggests if bubble pops, it's because intelligence price drops faster than capital repayment, like railways and internet.
Related event: Low-Cost Models Spark AI Bubble Concerns(2 posts)→
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