SemiAnalysis Projects $11 Trillion AI Capex and $7 Trillion Debt by 2029
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Ramez Naam@ramezTECH
Just enormous numbers here. Note that to reach these numbers, the industry almost certainly has to turn to more and more debt. We've already exceeded hyperscaler cash flow, and AI revenues, while soaring, are missing a zero needed to seriously contribute to this. https://twitter.com/ShanuMathew93/status/2074476005436105165
Ramez Naam@ramezTECH
A trillion here, a trillion there. Pretty soon you're talking about real money. https://x.com/ramez/status/2074546121553449164/photo/1