US Edition$2 Trillion in New Revenue Needed to Fund AI's Scaling Trend - Bain & Company's 6th Annual Global Technology Report
Bain & Company report highlights an $800 billion funding shortfall that could limit AI compute growth despite rising demand and significant capital expenditure needs by 2030.
- Bain & Company released its sixth annual Global Technology Report on September 23, 2025, highlighting AI compute and revenue challenges worldwide.
- According to the report, by 2030, the AI industry will require approximately $2 trillion in yearly revenue to support the increasing demand for computing resources driven by rising energy and infrastructure costs.
- Bain warns that despite growing AI adoption, most firms remain in experimentation mode and struggle to generate sufficient revenue, causing an $800 billion shortfall.
- David Crawford, Bain’s Global Technology Practice chairman, said AI compute demand outpaces semiconductor efficiency and could strain supply chains and power grids not expanded for decades.
- The report indicates that by 2030, technology leaders will need to allocate roughly $500 billion toward infrastructure investments and strategically innovate to prevent supply shortages and sustain a competitive edge.
27 Articles
27 Articles
Hanford Sentinel
$2 trillion in new revenue needed to fund AI's scaling trend - Bain & Company's 6th annual Global Technology Report
Even with AI-related savings, investors are still $800 billion short in annual revenue required to profitably fund the data centers of 2030Agentic AI innovation is unprecedented, but most companies remain in experimentation mode before taking their "hands off the wheel"Quantum…
Financial Post
An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says
(Bloomberg) — Artificial intelligence companies like OpenAI have been quick to unveil plans for spending hundreds of billions of dollars on data centers, but they have been slower to show how they will pull in revenue to cover all those expenses. Now, the consulting firm Bain & Co. is estimating the shortfall could be far larger than previously understood.
Artificial Intelligence companies such as OpenAI, DeepSeek or Google via Gemini quickly revealed hundreds of billions of investments...
An $800 billion revenue shortfall threatens AI future, Bain says
(Bloomberg/Saritha Rai) — Artificial intelligence companies like OpenAI have been quick to unveil plans for spending hundreds of billions of dollars on data centers, but they have been slower to show how they will pull in revenue to cover all those expenses. Now, the consulting firm Bain & Co. is estimating the shortfall could be far larger than previously understood. By 2030, AI companies will need $2 trillion in combined annual revenue to fund…
AI Companies Face $800 Billion Funding Shortfall, Says Bain Report
A report by Bain & Co. found that the artificial intelligence sector faces an $800 billion problem. The consulting firm’s sixth annual Global Technology Report, released Tuesday (Sept. 23), said it will take $2 trillion in yearly revenue to fund the computing power required to meet projected AI demand by 2030. Even with AI-related savings, the world is still $800 billion short when it comes to keeping up with demand. By 2030, global in…
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