Whether AI adoption is fast or slow has profound consequences

 For the world to reap productivity gains from AI, normal businesses must incorporate the tech into their day-to-day operations. It is also the most important question in determining whether or not the world is in an AI bubble. 

From today until 2030 big tech firms will spend $5trn on infrastructure to supply AI services. To make those investments worthwhile, they will need on the order of $650bn a year in AI revenues, according to JPMorgan Chase, a bank, up from about $50bn a year today.

People paying for AI in their personal lives will probably buy only a fraction of what is ultimately required. Businesses must do the rest.

Until adoption accelerates rapidly, the revenues required to justify $5trn in AI capex will remain out of reach.

https://www.economist.com/finance-and-economics/2025/11/26/investors-expect-ai-use-to-soar-thats-not-happening


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