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  • JP =?UTF-8?B?TW9yZ2Fu4oCZcw==?= Predictions For AI Profitability

    From Lawrence =?iso-8859-13?q?D=FFOliveiro?=@ldo@nz.invalid to comp.misc on Wed Nov 12 09:06:31 2025
    From Newsgroup: comp.misc

    According to this report, investment bankers JP Morgan are estimating
    that it will take something like US$650 billion in annual revenue in
    order to get a 10% return on all the current AI investment fever <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>.

    If this sounds almost ridiculously high, it’s because it is.

    This is an investment banker’s idea of optimism:

    Still, the report from J.P. Morgan is not all doom and gloom; it
    mentioned, “Regardless, even if everything works, there will be
    (continued) spectacular winners, and probably some equally
    spectacular losers as well, given the amount of capital involved
    and winner-takes-all nature of portions of the AI ecosystem.” This
    meant that even if the AI bubble does not collapse, we could still
    potentially see massive failures from some of the biggest players
    in the AI industry today.

    Sure, a bunch of players will lose billions or trillions. But others
    will no doubt profit ... we hope ...
    --- Synchronet 3.21a-Linux NewsLink 1.2
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