Every Wednesday, our AI Investment Brief answers one question about the AI cycle.
This week, we work through three scenarios to understand how much revenue the AI sector needs to generate by 2030 to deliver a sustainable return.
📆 Live conference call: 30 September 11:30am EDT / 4:30pm UK. Members only.
Disclosure
How much revenue does the AI buildout need in 2030?
In our high-growth scenario, the AI buildout will need $1.3tr in annual infrastructure revenue by 2030 to earn a 15% return on invested capital. For its customers to earn 30-50% gross margins, downstream revenues need to be $1.9-2.6tr.