WSJ: $10.3T AI data center spend by 2032 needs ~$800B/year profit just for interest
henkvaness · x · 2026-09-24
WSJ figures cited by henkvaness put global AI data center investment at $10.3 trillion through 2032 — more than railroads, highways, and the early internet combined.
IBM CEO Arvind Krishna's math: the buildout requires roughly $800 billion a year in profit "just to pay for the interest." The post also flags that the hardware becomes scrap within five years, raising questions about the economics of matching capital expenditure against rapid depreciation.
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