Reported that AI revenues have reached a critical point, proving the economic viability of investments in data centers.

A report from the research institution Exponential View shows that income from artificial intelligence has reached a tipping point, indicating that tech companies investing billions of dollars in this field may have economic sustainability. The report shows that global AI sales revenue for large-scale cloud service providers and emerging cloud service providers reached $25 billion, excluding China, surpassing for the second consecutive quarter the estimated depreciation costs of $21 billion related to the industry's investments in data centers and chips. This milestone indicates that AI companies' revenue is beginning to cover their capital expenditure costs, but profit margins remain thin. Depreciation costs still consume over two-thirds of revenue, leaving little room to cover other costs such as electricity, labor, and financing. "For now, the economic equation seems to make sense," the report states, "but the margin for error is very narrow."