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Columbia economist sets a $3.7 trillion annual revenue bar for the $10.3 trillion US AI buildout
Columbia's Stijn Van Nieuwerburgh estimates the US AI build at $10.3 trillion through 2032, needing $3.7 trillion a year in revenue to pay off. The bar is 37 times the roughly $100 billion OpenAI and Anthropic book today, a gap the model gives about seven years to close.
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Reality
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