AI Revenue Could Top Depreciation Around 2027, but Owners Face an $8.5 Trillion Hurdle

AI-related revenue across 15 platforms and service providers is projected at about $1.5 trillion in 2030, while data-center owners face an $8.5 trillion cumulative revenue requirement. This gap highlights a major hurdle for owners, as revenue may not cover depreciation until around 2027, according to the report.