Exponential View Report: AI industry revenue has reached critical point

Reports released by Exponential View indicate that revenues from the AI industry have reached a critical threshold. The proceeds from AI-related sales from super-large and emerging cloud service providers around $25 billion globally exceeded the estimated depreciation cost of the AI data centre and chip investment of $21 billion for the second consecutive quarter. AI revenue sources include AI Cloud Services, GPU Calculator Lease, Large Model API, Enterprise AI Software and Generating AI Applications. At present, there is limited room for industry to profit, and revenues largely validate the sustainability of infrastructure investments。