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AI revenue has finally outpaced the cost of building the infrastructure behind it

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AI revenue has finally outpaced the cost of building the infrastructure behind it

Global AI revenue outside China hit $25 billion in Q1 2026, topping annualized depreciation costs for the second straight quarter according to Exponential View research cited by Bloomberg. The milestone gives hyperscalers their strongest data yet to defend trillion-dollar infrastructure bets, but depreciation still consumes more than two-thirds of revenue before power, labor, and financing are counted.

Elroy Fernandes

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