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25 Sep, 22:30
Cloud and AI services poised for downstream revenue growth
Bullish+0.01%
AI Summary
The author shares a bullish macro thesis on AI infrastructure spending, projecting massive revenue growth by 2030 and highlighting key cloud and semiconductor beneficiaries.
According to @ExponentialView high-growth scenario, the AI buildout will need $1.3 trillion in annual infrastructure revenue by 2030 to earn a 15% ROIC. For its customers to earn 30-50% gross margins, downstream revenues need to be $1.9 trillion to $2.6 trillion.
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