Investors are pouring more into AI data center infrastructure than they can hope to recoup by 2030, according to Gartner.
“Enterprise and consumer AI revenue will be insufficient to support profitable returns on all planned AI capital expenditures during this period,” said Gartner Senior Director Analyst Will Sommer.
AI data center owners would need to generate $8.5 trillion in revenue through 2030 to cover announced capital spending, financing costs and expected investment returns, he said. “However, total enterprise and consumer AI revenue that can be attributed to AI data centers during this period is forecast to reach no more than $3.6 trillion.”
