The J.P. Morgan report highlights that companies need to generate around $650 billion in annual revenue from their investments in artificial intelligence (AI) to deliver a 10% return on investment by 2030. This translates to an extra monthly recurring payment of $34.72 from every iPhone user or $180 from every Netflix subscriber. However, this may seem achievable due to the large number of active users across the globe. Nevertheless, experts warn that AI growth will not be constant and might experience a similar issue as the telecom industry when it first started building fiber infrastructure. This could lead to overcapacity and reduced demand, resulting in massive failures from some of the biggest players in the AI industry. Despite this, some experts believe that there will still be spectacular winners and losers as the capital involved is substantial.
Source: https://www.tomshardware.com/tech-industry/artificial-intelligence/usd650-billion-in-annual-revenue-required-to-deliver-10-percent-return-on-ai-buildout-investment-j-p-morgan-claims-equivalent-to-usd35-payment-from-every-iphone-user-or-usd180-from-every-netflix-subscriber-in-perpetuity