data center revenue · X 热门 · 2026-09-29 12:02 UTC

# data center revenue — X 热门讨论 (2026-09-29 12:02 UTC)

## @StockAnalystPro (StockAnalystPro) · 09-27 18:07 · ♥90 ↻10 💬9 $IREN: Modeling the Financial Impact of 500 MW of New Annual IT Load Growth Through 2030 https://x.com/StockAnalystPro/status/2104271754168602941

## @rohanpaul_ai (Rohan Paul) · 09-29 05:35 · ♥56 ↻7 💬14 Bloomberg: Bain & Co. says AI needs $6T in annual revenue by 2031 to justify today's data-center spending.

Existing consumer and enterprise AI services could supply as much as $1.8T of that, leaving a $4.2T gap.

Bain expects nascent markets to fill it, from robotics and autonomous machines to drug discovery, mental health and energy generation.

That bar is 3 times the one Bain set a year ago: $2T by 2030, with a forecast $800B shortfall. https://x.com/rohanpaul_ai/status/2104807205707084196