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6h ago
The AI math isn't mathing as infrastructure spending forecast to outstrip expected revenue
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AI services are unlikely to deliver enough revenue to cover the expected capital expenditure going into IT infrastructure between now and 2030, and it looks like neocloud operators will largely bow out or be bought out. This is the conclusion from Gartner, which has added up the anticipated investments in AI datacenters over the next several years, estimated the revenue that can be expected from AI-driven applications over the same period, and found the numbers come up short. Gartner's data come
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