THREAD BREAKING DOWN BIG TECH’

THREAD BREAKING DOWN BIG TECH’S $2T AI GAMBLE 👇

Big Tech (Amazon, Google, Microsoft, Meta…) is pouring billions into AI infrastructure—but current revenue is nowhere near covering costs.

KEY NUMBERS:

• 2025 Capex: ~$300–400B planned by top 4 hyperscalers.

• 2025–2027 cumulative spend: $1.15T (Goldman Sachs).

• Debt funding: $121B issued in 2025—4x historical average. Another $100B expected in 2026.

• Needed revenue: $2T/year by 2030 (Bain) vs. current ~$20B.

AI revenue needs 100x growth just to break even

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