AI faces US$6 trillion test to justify data centres, Bain says

Companies led by Microsoft, Alphabet’s Google, Amazon.com, Meta Platforms and Oracle are investing trillions of dollars in data centres to quench AI’s demand for computational resources. — Image by vecstock on Magnific

The global artificial intelligence (AI) industry needs to earn US$6 trillion (RM24.48 trillion) in annual revenue by 2031 to justify the capital being deployed to build data centres around the world, Bain & Co said.

Existing consumer and enterprise AI services may generate as much as US$1.8 trillion (RM7.34 trillion) of that sum, leaving US$4.2 trillion (RM17.13 trillion) in new revenue that needs to be created, the consulting firm said on Sept 29 in its annual global technology report. The shortfall likely will come from nascent segments ranging from autonomous machines to robotics as well as emerging fields such as drug discovery, mental health and energy generation, it said.

Microsoft, Google confront rising data centre backlash

US data centres set to burn more natural gas than most nations

UN: AI data centres pose growing threat to electricity systems

Thank you for your report!

Nvidia is touting a software tool to contain runaway AI. How would it work?

Nvidia unveils security platform to stop AI agents from going rogue

AI-assisted shopping to rise 130% during holidays, Adobe says

以微软、Alphabet旗下的谷歌、亚马逊、Meta Platforms和甲骨文为首的公司正在数据中心领域投入数万亿美元，以满足人工智能对计算资源的需求。——图片来自vecstock，由Magnific提供。

贝恩公司表示，到 2031 年，全球人工智能 (AI) 行业需要实现 6 万亿美元（24.48 万亿令吉）的年收入，才能证明投入到世界各地建设数据中心的资金是合理的。

咨询公司在9月29日发布的年度全球技术报告中指出，现有面向消费者和企业的AI服务可能创造高达1.8万亿美元（7.34万亿令吉）的收入，这意味着仍有4.2万亿美元（17.13万亿令吉）的新收入需要创造。报告称，这一缺口可能来自新兴领域，例如自主机器、机器人以及药物研发、心理健康和能源生产等新兴领域。

微软和谷歌面临数据中心日益高涨的反弹

美国数据中心消耗的天然气量预计将超过大多数国家。

联合国：人工智能数据中心对电力系统构成日益严重的威胁

感谢您的报告！

英伟达正在大力推广一款用于控制失控人工智能的软件工具。它是如何运作的？

英伟达推出安全平台，防止人工智能代理失控

Adobe表示，假日期间人工智能辅助购物将增长130%。