this post was submitted on 30 Sep 2026
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AI needs $6tn in annual revenue to justify data centre boom, Bain says | The National (www.thenationalnews.com)
submitted 3 days ago by themachinestops@lemmy.dbzer0.com to c/technology@lemmy.world
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[–] ryper@lemmy.ca 38 points 3 days ago* (last edited 3 days ago) (4 children)

Anthropic is claiming its total addressable market is over $30tn, so it's all good, right? (No, that's obviously crazy)

AI lab Anthropic, reportedly on the verge of a $2 trillion IPO, is preparing to tell investors that its total addressable market is worth more than $30 trillion, according to a report in the Wall Street Journal.

To put that figure in perspective, it eclipses the total GDP of China, is roughly equal to the entire GDP of the U.S., and represents about a quarter of the total world GDP of $120 trillion.

[–] riverdoc@lemmy.world 8 points 2 days ago

"Mercedes claims they have a total addressable market of $30 trillion by demonstrating that everyone has sold their vehicles and switched to driving a Mercedes on the new $20/month leasing program. Mercedes has not provided a response when asked how much their cars actually cost to own."

[–] boonhet@sopuli.xyz 11 points 2 days ago* (last edited 2 days ago)

Eh total addressable market is such a meaningless figure anyway. Total addressable market is everyone who has a device that they can use AI from, multiplied by the average annual cost of using them. Plus every company that exists in the world, multiplied by how much the AI spend is for the average company. Plus every government in the world. Etc. Boom, 30 trillion. It's like a super optimistic "this is the maximum that any AI company could ever earn per year if they controlled the whole market and everyone who could use AI is a paying customer".

That 2 trillion valuation they seek is hella bogus either way. For 30 trillion actual revenue with any real profit margin, it would be low, but we all know they're not bringing in trillions in revenue.

[–] melfie@lemmy.zip 10 points 2 days ago* (last edited 2 days ago)

I wonder how much of that proclaimed TAM will be addressed with open models. I’m running Qwen 3.8 27B on my 7900 XTX and have no need to give Anthropic or OpenAI any of my money or data.

[–] Smaile@lemmy.ca 5 points 3 days ago

The catch is that's the amount of money it'll be after inflations boom ;)