Global AI sales have finally broken even with data center spending, according to a new report from Exponential View. For the first quarter of 2026, AI revenue exceeded initial estimates by $4 billion, outpacing depreciation costs tied to chip and data center investments. Although profits are thin, this milestone marks a significant turning point in the economic sustainability of AI spending.
Source: https://www.bloomberg.com/news/articles/2026-06-25/ai-demand-begins-to-justify-massive-cost-of-data-center-buildout