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The AI Bubble · seething ihateyourai.com

AI's Boosters Now Promise Profits in 2030, and Zitron Calls It Fairy Dust

The industry's new defense is that AI's payoff lands in 2030, and Zitron says the data centers need at least $200 billion a year in revenue long before then.

"Yeah, that's complete hogwash. It is based on nothing."

IT Brew, interview by Eoin Higgins

Silicon Valley spent a year promising the trillion-dollar buildout would pay off, and now the goalposts have sprinted all the way to 2030. Ed Zitron told IT Brew the four-year-wait pitch rests on fairy dust and dreams and vibes, while the data centers coming online in the next six to 12 months need AI companies that can actually pay them. He pegs the math at roughly $200 billion a year in annual revenue just to make these compute farms make sense, a number nobody in the f*ucking industry can show you. The mark is not the technology, the mark is whoever keeps believing the profit is always exactly four years away. IT Brew on Zitron’s hogwash verdict

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