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A Wharton economist prices the AI buildout's break-even at 2.7x productivity by 2030
Jessica Wachter asked how fast hyperscaler earnings must grow to justify nearly $1.1 trillion of spending through 2027. Her answer is a 2.7x productivity gain by 2030. Anyone forecasting an AI budget now has a number to test.
Publishers:technologyreview.com
Reality
- Evidence55
- Adoption62
- Hype gap+12
- Incentives25
- Confidence58