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by bix6 255 days ago
$55B in this one

https://www.wheresyoured.at/the-case-against-generative-ai/

> Mea Culpa! I have said a few times “$40 billion” is the total amount of AI revenue in 2025, and I need to correct the record. $35 billion is what hyperscalers will make this year (roughly), and when you include OpenAI, Anthropic and other startups, the amount is around $55 billion. If you include neoclouds, this number increases by about $6.1 billion. In any case, this doesn’t dramatically change my thesis.