https://www.sequoiacap.com/article/ais-600b-question
The expanding economic impact of AI, highlights a significant gap between AI infrastructure investments and actual revenue generation. Despite easing GPU shortages and increased investments by cloud providers, AI-related revenue, particularly dominated by OpenAI, remains insufficient to justify the massive capital expenditures. The analysis reveals that this gap has grown from $125 billion to $500 billion, posing challenges for the AI industry while emphasizing the need for realistic expectations and sustainable value creation.
