Two economists from Stanford University posted an article on the Substack platform stating that since 2024, there is a gap of close to 1 trillion US dollars between the investment of large-scale technology companies such as Alphabet, Amazon, Meta, Microsoft, Oracle, and SpaceX and the revenue generated by the AI business. According to the two scholars, there is not much time left for these investments to pay off. The reason for the urgency is that a large part of the spending of hyperscale technology companies is invested in chips, which will depreciate in about five years. Economists Jared Bernstein and Ryan Cummings at the Stanford Institute for Economic Policy wrote, “If our assessment holds true, investors' patience is likely to run out; depending on how quickly investors flee, the AI bubble will either burst directly or gradually shrink.” According to research estimates, if they want business logic to work, these companies will need to expand AI revenue to 3-4 times the current level every year for the next ten years.

Two economists from Stanford University posted an article on the Substack platform stating that since 2024, there is a gap of close to 1 trillion US dollars between the investment of large-scale technology companies such as Alphabet, Amazon, Meta, Microsoft, Oracle, and SpaceX and the revenue generated by the AI business. According to the two scholars, there is not much time left for these investments to pay off. The reason for the urgency is that a large part of the spending of hyperscale technology companies is invested in chips, which will depreciate in about five years. Economists Jared Bernstein and Ryan Cummings at the Stanford Institute for Economic Policy wrote, “If our assessment holds true, investors' patience is likely to run out; depending on how quickly investors flee, the AI bubble will either burst directly or gradually shrink.” According to research estimates, if they want business logic to work, these companies will need to expand AI revenue to 3-4 times the current level every year for the next ten years.