Quote 98 · ai notis

Said in a video · quote 9811 Oct 2026

(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.

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Where it was said

Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos
Alex Kantrowitz (Big Technology) · 9 Oct 2026 · at 9:32

Watch it at 9:32 archived copy

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Matched word for word against the video's transcript by the notis newsroom on 11 Oct 2026.

The fact it supports: 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).

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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In a sentence

“(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.” From Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos (Alex Kantrowitz (Big Technology)) at 9:32. Quoted by ai notis. https://ainotis.com/q/98

As a reference (APA style)

(2026, October 9). “(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.” [Video at 9:32]. https://ainotis.com/q/98

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