# data center revenue — X 热门讨论 (2026-09-21 21:50 UTC)
## @bittingthembits (Andy ττ) · 09-21 19:45 · ♥50 ↻7 💬1 🚨 $TAO and the $4.7 TRILLION. THAT IS WHAT BAIN SAYS IS AT STAKE FROM AI BY 2035. THE INTERNET MOVED $1.4 TRILLION IN TWICE THE TIME.
Read this alltogether again.
Bain & Co: $4.7 trillion in global profits created, shifted or lost to AI between 2025 and 2035. The internet shifted $1.4 trillion over twenty years. The internet structurally transformed 41% of industries. AI will transform 71%.
Their reason is the whole idea in one line.
The internet was a distribution technology. AI is a production technology.
The internet collapsed the cost of reaching customers. AI collapses the cost of producing the product itself.
@elonmusk on Friday said: AI roughly doubles US GDP growth next year, from about 2% to about 4%. Maybe more.
Read that absorb it. The fight is no longer about whether AI will work. It is about who owns the production.
This will not be easy. For anyone. Including Bittensor.
Musk already cut his own number once. In December he called double digit growth within 12 to 18 months.
Now it is 4%. The Fed's most bullish official sees 2.9% for 2027. Apollo's Torsten Slok warns a data center boom that builds this fast can unwind at a similar pace. Inflation is running at 3.7%. Three central banks just hiked in one week.
And $TAO is not competing with other tokens. It is competing in the largest capital reallocation in modern history against OpenAI at $40 billion revenue, Anthropic at $65 billion, and five hyperscalers spending 1.4% of US GDP on data centers.
Bittensor's subnets cover 11.7% of emissions with revenue. That has to climb. Most subnets will fail. The price will not go up in a straight line and anyone telling you otherwise is selling something.
SO WHY HOLD
Because Bain's split tells you where the money goes. $2.2 trillion of the $4.7 trillion is innovation. The foundation layer, semiconductors, data centers, foundation models, and systems running without a human in the loop.
That is what Bittensor pays for every 72 minutes. @lium_io renting GPUs to 1,187 customers. @chutes_ai training a 4,096 expert model on home bandwidth. @webuildscore annotating a football match for under $10 against $5,470 at the frontier. @openroboto and Nepher training robot policies in open tournaments. @KubeTEEAI running inference inside Intel TDX. @Hippius_cloud undercutting Google Drive.
Production, not distribution. Exactly the category Bain says eats the next decade.
And it is the only piece of that $4.7 trillion anyone can own without permission.
Nine $TAO puts you in the top 10% of wallets.
Every era of technology produced a reset, and every reset looked impossible to the people inside it.
The internet was a fad in 1999.
Amazon was a bookstore losing money.
This one is three times bigger and moving twice as fast.
The volatility will be brutal.
The doubt will be everywhere.
The critics will be right about the short term more often than they deserve.
The people who can sit through that with conviction will not read about the AI economic reset in a Bain report in 2035.
They will have it.
$TAO | Not financial advice always DYOR.
🔗https://t.co/46dzlSy4zt https://x.com/bittingthembits/status/2102122071811633637
## @innovationcncl (Innovation Council) · 09-21 14:31 · ♥31 ↻10 💬1 🚨 Data center tax revenue is delivering for rural Louisiana.
Richland Parish Schools Superintendent Sheldon Jones on the impact for teachers: “They got a $50,000 check.”
Via @theallinpod with @DinaPowellMcC. https://t.co/jpfZmEbbvA https://x.com/innovationcncl/status/2102043105620861186
## @bittingthembits (Andy ττ) · 09-21 20:16 · ♥34 ↻6 💬1 🚨 $TAO and the $4.7 TRILLION. THAT IS WHAT BAIN SAYS IS AT STAKE FROM AI BY 2035. THE INTERNET MOVED $1.4 TRILLION IN TWICE THE TIME.
Read this alltogether again.
Bain & Co: $4.7 trillion in global profits created, shifted or lost to AI between 2025 and 2035. The internet shifted $1.4 trillion over twenty years. The internet structurally transformed 41% of industries. AI will transform 71%.
Their reason is the whole idea in one line.
The internet was a distribution technology. AI is a production technology.
The internet collapsed the cost of reaching customers. AI collapses the cost of producing the product itself.
@elonmusk on Friday said: AI roughly doubles US GDP growth next year, from about 2% to about 4%. Maybe more.
Read that absorb it. The fight is no longer about whether AI will work. It is about who owns the production.
This will not be easy. For anyone. Including Bittensor.
Musk already cut his own number once. In December he called double digit growth within 12 to 18 months.
Now it is 4%. The Fed's most bullish official sees 2.9% for 2027. Apollo's Torsten Slok warns a data center boom that builds this fast can unwind at a similar pace. Inflation is running at 3.7%. Three central banks just hiked in one week.
And $TAO is not competing with other tokens. It is competing in the largest capital reallocation in modern history against OpenAI at $40 billion revenue, Anthropic at $65 billion, and five hyperscalers spending 1.4% of US GDP on data centers.
Bittensor's subnets cover 11.7% of emissions with revenue. That has to climb. Most subnets will fail. The price will not go up in a straight line and anyone telling you otherwise is selling something.
SO WHY HOLD
Because Bain's split tells you where the money goes. $2.2 trillion of the $4.7 trillion is innovation. The foundation layer, semiconductors, data centers, foundation models, and systems running without a human in the loop.
That is what Bittensor pays for every 72 minutes. @lium_io renting GPUs to 1,187 customers. @chutes_ai training a 4,096 expert model on home bandwidth. @webuildscore annotating a football match for under $10 against $5,470 at the frontier. @openroboto and Nepher training robot policies in open tournaments. @KubeTEEAI running inference inside Intel TDX. @Hippius_cloud undercutting Google Drive.
Production, not distribution. Exactly the category Bain says eats the next decade.
And it is the only piece of that $4.7 trillion anyone can own without permission.
Nine $TAO puts you in the top 10% of wallets.
Every era of technology produced a reset, and every reset looked impossible to the people inside it.
The internet was a fad in 1999.
Amazon was a bookstore losing money.
This one is three times bigger and moving twice as fast.
The volatility will be brutal.
The doubt will be everywhere.
The critics will be right about the short term more often than they deserve.
The people who can sit through that with conviction will not read about the AI economic reset in a Bain report in 2035.
They will have it.
$TAO | Not financial advice always DYOR.
🔗https://t.co/46dzlSyCp1 https://x.com/bittingthembits/status/2102129839457354015
## @revoAIution (revoAIution) · 09-21 19:58 · ♥31 ↻3 💬3 I’m convinced this $SIVE position turns into $4-8M by the end of the decade.
50,000 shares at a $1.77 avg. Obviously not as pretty as my old ~$1.25 avg, but I added heavily during the 30%, 40%, 50%+ drawdowns and the average crept up.
What really solidified the thesis for me wasn’t just the short-term push into pluggables. It’s the capacity behind it. If Sivers gets to roughly 300M lasers of annual capacity by the end of 2027, you’re looking at a Tier 1 laser company that doesn’t even need to move further up the stack to generate insane revenue growth.
And I don’t think they stop at lasers. I think they move further up the stack and capture more of the value themselves.
Those buys that pushed my avg higher are going to look incredible in a few years.
My base case is $SIVE becomes a ~$10B company selling lasers alone. Honestly, that might end up being my bear case.
AI data center capex is exploding, photonics TAM is expanding, and Sivers is building the capacity to actually participate in it. It’ll be very interesting to come back to this tweet at the end of the decade and see where we landed.
Assuming we don’t get some completely insane macro/war event that blows up the entire cycle, I’m convinced this becomes a multi-billion-dollar company. https://x.com/revoAIution/status/2102125251459191144