AI revenue needs to grow roughly fivefold or more to fund planned data center spending, one post argues
AI "doesn't look like a bubble," the author says, but revenue still needs to catch up with spending plans. Their September 7 estimate: perhaps 18 months, if the growth rate continues.
TLDR
A September 7, 2026 post argues that AI doesn't look like a bubble, while estimating that revenues need to grow another roughly fivefold or more to pay for planned data center capital spending. The author suggests that growth might take 18 months, conditional on the growth rate continuing.
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