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Checked fact 110311 Oct 2026Money and compute

Asked about estimates of the revenue needed to pay off the investment, Dylan Patel said he thinks "revenue will be much higher than that uh by 2031" (09:32), and that "if AI revenue is only $3 trillion in 2031, then yeah, we'll have big problems" (11:07).

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(09:24) I think everyone's numbers for revenue requirements are quite low um given the pace of where this buildout is going to go. I think I think it's going to go like I think revenue will be much higher than that uh by 2031 ... (11:04) yeah, I mean if if AI revenue is only $3 trillion in 2031, then yeah, we'll have big problems.

What the source said when we opened it, on 11 Oct 2026.

The source

Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos
Alex Kantrowitz (Big Technology) · 2026-10-09

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In the story

SemiAnalysis's Patel: a trillion in AI capex needs $250 billion of revenue a year 11 Oct 2026

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