Scott predicts that hyperscalers will need to generate $2.5 trillion in incremental AI revenue to justify current CapEx, requiring a 15x increase from current $150 billion.
“we're gonna need to recognize or create $2,500,000,000,000 in incremental revenue from AI. Right now, the cumulative revenue being produced by AI is a 150,000,000,000. So we need it to 15 x just to get to a sustainable or a justifiable ROI on the current CapEx. I think that is unlikely. And by the way, that $2,500,000,000,000 number, just to put it”
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Our resolution criterion
disputableCumulative AI revenue reaches $2.5 trillion or fails to reach it; measured by aggregate industry revenue reports
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