An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says
(Bloomberg) – Artificial intelligence companies such as Openai have revealed their plans to spend hundreds of billions of dollars on their data centers, but slower to show how they will earn income to cover all these expenses. Now, the consulting firm Bain & Co. estimates that the deficiency may be much larger than before.
Bain said that in the annual global technology report published on Tuesday, it will need united income for 2 trillion dollars to finance the information processing power required by AI companies by 2030. Nevertheless, it is likely that this sign will decrease by 800 billion dollars, as it provides for efforts to earn money from services such as Chatgpt, data centers and expenditure requirements for the relevant infrastructure.
The report will ask more questions about the valuation of the AI industry and the business model. Openai’s increasing popularity of services such as Chatgpt and Google’s twins, and the AI efforts, information capacity and energy demand of the companies on the planet have increased in a rapid clip. However, the savings provided by AI and the ability of companies to generate additional income from AI are behind this speed.
David Crawford, President of Bain’s Global Technology Application, said, Dav If the current scaling laws continue, David Crawford, Head of the Global Technology Application, AI.
Openai loses billions of dollars a year and prioritizes the growth of snow, but Bloomberg expects cash flow until 2029 to be positive. If Bain continued to be less than profitability by 2030, it did not have possible results for AI companies.
According to Bloomberg Intelligence, Microsoft Corp., Amazon.com Inc. and meta platforms Inc. and meta platforms Inc. The largest technology companies, including, will increase their annual expenditure on AI at the beginning of the next decade more than $ 500 billion. Openai and China’s new models from Deepseek increase the demand for AI services as well as other companies and direct the entire industry to increase investment.
Bain said that the global increase in AI information processing requirements could rise to 200 Gigawatt by 2030 and that the US could form half of it. Although Bain could alleviate the load of breakthroughs in technology and algorithms, supply chain restrictions or insufficient power supply may prevent progress.
In addition to the expenditures made to the calculation capacity, leading AI companies invest in large quantities of product development. Autonomous AI agents, which can perform multi -step tasks such as limited guidance people, are a focus area. For the next three to five years, companies will allocate 10% of technology expenditures to create basic AI capabilities, including agent platforms, Bain estimates.
Beyond AI services, Bain said in the annual technology report foresees growth in areas such as quantum information processing. Developing technology, finance, pharmaceutical, logistics and material science can open a market value of $ 250 billion among sectors, he said.
While some await a single quantum breakthrough, Bain sees a gradual curve that is adopted early in narrow areas in the next 10 years and is adopted wider over time.
Humanoid robots attract capital and become more common, but deployment rely on human surveillance at an early stage and to a great extent. Consulting, commercial success will depend on the preparation of the ecosystem and consulting, robots are arranged to lead the early premise.
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