The Deuce

The Deuce
[ The Deuce ]

Bain report on AI

Posted by larue33 User icon on October 2, 2026, 07:31:52

"By 2031, annual spending on AI infrastructure could reach $1.5 trillion, including new data center infrastructure and compute capacity as well as ongoing upgrades to the installed base of GPUs, memory, and networking equipment.

If we assume that capital expenditures amount to about 25% of industry revenue (an ambitious but reasonable percentage based on trends among cloud providers), sustaining this level of investment would require an AI market approaching $6 trillion annually."

For context, total global spending on IT is expected to be about $6.4 trillion this year. Projecting really spectacular growth in current AI applications gets you about a third of the 6 trillion needed for profitability.

Bain Capital

Now is not the time for fear. That comes later.*

Posted by biclops User icon on October 2, 2026, 07:58:42, in reply to "Bain report on AI"

Previous Message

"By 2031, annual spending on AI infrastructure could reach $1.5 trillion, including new data center infrastructure and compute capacity as well as ongoing upgrades to the installed base of GPUs, memory, and networking equipment.

If we assume that capital expenditures amount to about 25% of industry revenue (an ambitious but reasonable percentage based on trends among cloud providers), sustaining this level of investment would require an AI market approaching $6 trillion annually."

For context, total global spending on IT is expected to be about $6.4 trillion this year. Projecting really spectacular growth in current AI applications gets you about a third of the 6 trillion needed for profitability.

Bain Capital

Don't take offense, better make amends
Rip it all to shreds and let it go

they expect one of us in the wreckage*

Posted by VIV User icon on October 2, 2026, 08:50:13, in reply to "Now is not the time for fear. That comes later.*"

Previous Message

Previous Message

"By 2031, annual spending on AI infrastructure could reach $1.5 trillion, including new data center infrastructure and compute capacity as well as ongoing upgrades to the installed base of GPUs, memory, and networking equipment.

If we assume that capital expenditures amount to about 25% of industry revenue (an ambitious but reasonable percentage based on trends among cloud providers), sustaining this level of investment would require an AI market approaching $6 trillion annually."

For context, total global spending on IT is expected to be about $6.4 trillion this year. Projecting really spectacular growth in current AI applications gets you about a third of the 6 trillion needed for profitability.

Bain Capital

"the alchemy of the tartar sauce and cheese with the fish combined with the buttery steamed bun is so good." - Sounder re: a Filet O Fish

I prefer McBain

Posted by Tortillini User icon on October 2, 2026, 07:56:59, in reply to "Bain report on AI"

?si=ZaRU-y6XSdj3T5fn

Sell Meta?*

Posted by complainant User icon on October 2, 2026, 07:51:32, in reply to "Bain report on AI"

Previous Message

"By 2031, annual spending on AI infrastructure could reach $1.5 trillion, including new data center infrastructure and compute capacity as well as ongoing upgrades to the installed base of GPUs, memory, and networking equipment.

If we assume that capital expenditures amount to about 25% of industry revenue (an ambitious but reasonable percentage based on trends among cloud providers), sustaining this level of investment would require an AI market approaching $6 trillion annually."

For context, total global spending on IT is expected to be about $6.4 trillion this year. Projecting really spectacular growth in current AI applications gets you about a third of the 6 trillion needed for profitability.

Bain Capital

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