AI labs could reach $600 billion-plus in combined annual recurring revenue by the end of 2027 if demand is there

A poster forecasts blended revenue per gigawatt above $60 billion, citing new hardware and efficiency gains, and 10–12 GW of dedicated inference capacity by the end of 2027. They say $600 billion-plus in combined AI lab annual recurring revenue is possible by then if demand is there. They also predict customer-facing agents that run for weeks and suggest Bel/Model 3-class models could accelerate R&D and eat into global R&D spending.