steve hsu(@hsu_steve):The chart takes AI capex (Amazon, Google, Meta, Microsoft, Oracle + SpaceX, accumulated through each year) as an input, then converts it into the perpetual annual revenue needed for a 10% return under each model’s assumptions about depreciation, opex, and return metric. Annual revenue required is on the y-axis; will exceed $1 trillion per year in 2027.

2026.09.26 19:34

The chart takes AI capex (Amazon, Google, Meta, Microsoft, Oracle + SpaceX, accumulated through each year) as an input, then converts it into the perpetual annual revenue needed for a 10% return under each model’s assumptions about depreciation, opex, and return metric. Annual revenue required is on the y-axis; will exceed $1 trillion per year in 2027.

124

コミュニティへ転送

人気のあるユーザー