{"id":35037,"date":"2026-09-25T09:00:00","date_gmt":"2026-09-25T07:00:00","guid":{"rendered":"https:\/\/www.digital-chiefs.de\/?p=35037"},"modified":"2026-09-28T20:26:57","modified_gmt":"2026-09-28T18:26:57","slug":"artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually","status":"publish","type":"post","link":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/","title":{"rendered":"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually"},"content":{"rendered":"<p style=\"display:inline-block;background:#d65663;color:#fff;padding:4px 14px;border-radius:20px;font-size:0.85em;margin-bottom:18px;\">4 min. reading time<\/p>\n<p><strong>Stijn Van Nieuwerburgh of Columbia Business School calculates that AI investment in the United States from 2025 through 2032 will total around 9 trillion euros. For that to pay off, AI revenues, measured against today\u2019s sales of OpenAI and Anthropic, would have to grow by around 80 percent year after year through 2032.<\/strong><\/p>\n<div style=\"background:#f6f1e6;border-left:4px solid #d65663;border-radius:0 8px 8px 0;padding:22px 26px;margin:28px 0 34px;\">\n<p style=\"margin:0 0 14px 0;font-size:0.76em;font-weight:700;text-transform:uppercase;letter-spacing:0.16em;color:#c0414e;\">Key Takeaways<\/p>\n<ul style=\"margin:0;padding-left:22px;color:#23303f;line-height:1.6;\">\n<li style=\"margin-bottom:12px;\"><strong style=\"color:#0d1b2a;\">The AI buildout in the United States requires around 9 trillion euros.<\/strong> According to the study, investment from 2025 through 2032 equals around 3.6 percent of U.S. GDP per year and sits well above the average of the railroad boom.<\/li>\n<li style=\"margin-bottom:12px;\"><strong style=\"color:#0d1b2a;\">Revenues would have to grow by around 80 percent a year.<\/strong> On that math, around 3.3 trillion euros in annual sales would be needed by 2032 for the investment to pay off.<\/li>\n<li style=\"margin-bottom:12px;\"><strong style=\"color:#0d1b2a;\">Financing is moving into opaque structures.<\/strong> Joint ventures, Private Credit, and special-purpose vehicles shift risks out of corporate balance sheets into financing constructs that are hard to inspect.<\/li>\n<\/ul>\n<\/div>\n<h2>The scale of the buildout<\/h2>\n<p>Van Nieuwerburgh, a professor of real estate and finance, presented his paper on 25 September at the Brookings Institution\u2019s fall conference. According to the paper, <a href=\"https:\/\/www.brookings.edu\/wp-content\/uploads\/2026\/09\/4c_Van-Nieuwerburgh.pdf\">investment in AI infrastructure<\/a> in 2025 and in the first quarter of 2026 made a noticeable contribution to U.S. GDP growth.<\/p>\n<p>For the years 2025 through 2032, the study puts investment in data centers as well as power, grid, and chip infrastructure at <a href=\"https:\/\/www.reuters.com\/business\/finance\/financing-historic-ai-buildout-raises-systemic-risks-us-researcher-says-2026-09-24\/\">around 9 trillion euros<\/a>. That equals around 3.6 percent of U.S. GDP per year.<\/p>\n<p>In the study\u2019s central scenario, around 183 gigawatts of additional data-center capacity come online over that period. Around 57 gigawatts are currently installed in the United States.<\/p>\n<p>The railroad boom averaged <a href=\"https:\/\/www.heise.de\/news\/Analyse-In-KI-Ausbau-der-USA-fliessen-ueber-Jahre-3-6-des-Bruttoinlandsprodukts-11464568.html\">2.24 percent of gross domestic product<\/a> over two decades, the highest average among the investment waves examined. Canal building, electrification, highway construction, and the fiber-optic boom stayed well below that. Planned AI investment, at around 3.6 percent, sits well above it.<\/p>\n<p><strong>What is Private Credit?<\/strong> Private Credit refers to loans issued by specialized funds and financial investors rather than by banks. These financings run largely outside regulated capital markets and are hard for outsiders to follow. In the AI buildout, Private Credit firms finance, among other things, data centers that corporations spin out through joint ventures.<\/p>\n<h2>The industry\u2019s revenue gap<\/h2>\n<p>The revenue side has so far been far smaller. By 2032, the industry would, on that math, need around 3.3 trillion euros in annual sales for the investment to pay off. OpenAI and Anthropic currently generate around 88 billion euros in combined revenue.<\/p>\n<p>From that base, the investment plans imply annual revenue growth of around 80 percent. Measured against today\u2019s rental prices for GPU compute, the study does not treat the required revenue as unrealistic. What remains open, in its view, is whether demand will be strong enough for those prices to stay at today\u2019s level even as capacity grows sharply.<\/p>\n<p>At the hyperscalers, the relationship between investment and operating cash flow is tipping. Through 2024, the combined operating cash flow of Oracle, Amazon, Alphabet, Microsoft, and Meta sat well above their capital expenditure. In 2026, the five companies\u2019 investment is likely to exceed that cash flow for the first time, at a projected more than 700 billion euros.<\/p>\n<p>A further difficulty lies in the maturities. The financings are structured for long horizons, while graphics cards and other data-center components can lose value much earlier.<\/p>\n<h2>Financing off the balance sheet<\/h2>\n<p>According to the paper, the risks are migrating from the transparent on-balance-sheet financing of large corporations <a href=\"https:\/\/www.brookings.edu\/articles\/financing-the-ai-buildout\/\">into off-balance-sheet structures<\/a> such as joint ventures, private credit, securitizations, special purpose vehicles, lease obligations and credit guarantees. Speaking to journalists, Van Nieuwerburgh called the constructions \u201cfreaking complicated.\u201d The opacity of the special purpose vehicles, he said, in parts recalls the subprime mortgage crisis.<\/p>\n<p>One example is Meta\u2019s Hyperion data center. The group sold private-credit provider Blue Owl 80 percent of the project for around 2.2 billion euros. The associated joint venture Beignet took on the financing of the construction.<\/p>\n<p>In October 2025, Beignet raised around 24 billion euros in debt and thereby financed around 90 percent of the project. Standard &amp; Poor&#8217;s rated the debt A+, one notch below Meta\u2019s own credit standing.<\/p>\n<p>According to Morgan Stanley estimates cited in the paper, more than half of the around 2.6 trillion euros for additional compute capacity of the hyperscalers from 2025 to 2028 comes from external financiers. On the debt side, private credit accounts for the largest share, at around 700 billion euros.<\/p>\n<p>Extensive lease obligations come on top. According to Moody&#8217;s figures, they add up at the hyperscalers to around 850 billion euros, of which around 580 billion euros do not yet appear on the balance sheet.<\/p>\n<h2>Risk assessment and transparency<\/h2>\n<p>The study sees in the combination of uncertain demand, rapid technological change, execution bottlenecks and high indebtedness a tangible downside risk if expectations shift. Financial distress, on this assessment, is nonetheless not imminent. The author also considers it premature to speak already of a systemic risk of the kind seen in earlier credit booms.<\/p>\n<p>The paper names greater measurability and transparency in the industry\u2019s capital structure as the most important contribution from policy. More clarity about the financing constructs would also help IT leaders assess the stability of their data-center and cloud providers.<\/p>\n<h2>Frequently Asked Questions<\/h2>\n<details style=\"background:#f9f9f9;padding:16px 20px;margin:12px 0;border-radius:4px;\">\n<summary style=\"font-weight:700;cursor:pointer;color:#1a1a2e;\">How large is the investment volume of the AI build-out in the USA?<\/summary>\n<p style=\"margin:12px 0 0 0;\">The study puts spending on data centers, power, grid, and chip infrastructure at around 9 trillion euros between 2025 and 2032. That corresponds to around 3.6 percent of US GDP per year.<\/p>\n<\/details>\n<details style=\"background:#f9f9f9;padding:16px 20px;margin:12px 0;border-radius:4px;\">\n<summary style=\"font-weight:700;cursor:pointer;color:#1a1a2e;\">What revenue growth does the calculation assume?<\/summary>\n<p style=\"margin:12px 0 0 0;\">By 2032, around 3.3 trillion euros in annual revenue is needed for the investments to pay off. Measured against the around 88 billion euros that OpenAI and Anthropic together generate today, that implies growth of around 80 percent per year.<\/p>\n<\/details>\n<details style=\"background:#f9f9f9;padding:16px 20px;margin:12px 0;border-radius:4px;\">\n<summary style=\"font-weight:700;cursor:pointer;color:#1a1a2e;\">Why does the author draw a comparison to the subprime crisis?<\/summary>\n<p style=\"margin:12px 0 0 0;\">Van Nieuwerburgh sees parallels in the opacity of the special-purpose vehicles. He considers it premature, however, to speak already of a systemic risk like that of earlier credit booms.<\/p>\n<\/details>\n<p style=\"text-align:right;color:#868e96;font-size:0.85em;margin-top:48px;\"><em>Image source: AI-generated (September 2026)<\/em><\/p>\n<p style=\"margin:0 0 12px 0;font-size:0.78em;font-weight:700;text-transform:uppercase;letter-spacing:0.18em;color:#666;\">More from the MBF Media Network<\/p>\n<div style=\"padding:14px 18px;border-left:3px solid #0bb7fd;background:#fafafa;margin-bottom:6px;\">\n<div style=\"font-size:0.7em;font-weight:700;color:#0bb7fd;text-transform:uppercase;letter-spacing:0.12em;margin-bottom:4px;\">cloudmagazin<\/div>\n<p><a href=\"https:\/\/www.cloudmagazin.com\/2026\/08\/11\/gpu-restwert-wird-zur-architekturfrage\/\" style=\"font-weight:600;line-height:1.4;color:#1a1a1a;text-decoration:none;\">NVIDIA mobilizes 500 billion &#8211; and redistributes the risk<\/a><\/p>\n<\/div>\n<div style=\"padding:14px 18px;border-left:3px solid #202528;background:#fafafa;margin-bottom:6px;\">\n<div style=\"font-size:0.7em;font-weight:700;color:#202528;text-transform:uppercase;letter-spacing:0.12em;margin-bottom:4px;\">mybusinessfuture<\/div>\n<p><a href=\"https:\/\/mybusinessfuture.com\/finanzierungsklima-q2-2026-kredite-eng-kapital-da\/\" style=\"font-weight:600;line-height:1.4;color:#1a1a1a;text-decoration:none;\">Financing climate Q2 2026: Credit tight, capital available<\/a><\/p>\n<\/div>\n<div style=\"padding:14px 18px;border-left:3px solid #69d8ed;background:#fafafa;\">\n<div style=\"font-size:0.7em;font-weight:700;color:#69d8ed;text-transform:uppercase;letter-spacing:0.12em;margin-bottom:4px;\">securitytoday<\/div>\n<p><a href=\"https:\/\/www.securitytoday.de\/2026\/07\/08\/konzentrationsrisiko-vierte-partei-lieferkette\/\" style=\"font-weight:600;line-height:1.4;color:#1a1a1a;text-decoration:none;\">The concentration risk that no supplier audit sees<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Compared to GDP, the planned US AI expansion surpasses the rail boom. It is increasingly financed through loans and opaque structures.<\/p>\n","protected":false},"author":82,"featured_media":34992,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"AI investments","_yoast_wpseo_title":"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually","_yoast_wpseo_metadesc":"Compared to GDP, the planned US AI expansion surpasses the rail boom. Increasingly funded through loans and opaque structures.","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_opengraph-image-id":0,"_yoast_wpseo_twitter-image":"","_yoast_wpseo_twitter-image-id":0,"featured_post_sortierung":0,"featured_post":0,"pre_headline":"","bildquelle":"","teasertext":"","language":"de","_evm_slot_owner":"","_evm_translation_lang":"","_wp_old_slug":["ai-revenues-would-have-to-grow-by-80-percent-annually"],"footnotes":""},"categories":[12],"tags":[],"class_list":["post-35037","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-itk-infrastruktur","entry"],"wpml_language":"en","wpml_translation_of":34991,"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually<\/title>\n<meta name=\"description\" content=\"Compared to GDP, the planned US AI expansion surpasses the rail boom. Increasingly funded through loans and opaque structures.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually\" \/>\n<meta property=\"og:description\" content=\"Compared to GDP, the planned US AI expansion surpasses the rail boom. Increasingly funded through loans and opaque structures.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/\" \/>\n<meta property=\"og:site_name\" content=\"Digital Chiefs\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/digitalchiefs\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-09-25T07:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-28T18:26:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2026\/09\/cover-hero-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Benedikt Langer\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@digital_chiefs\" \/>\n<meta name=\"twitter:site\" content=\"@digital_chiefs\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Benedikt Langer\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"NewsArticle\",\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/\"},\"author\":{\"name\":\"Benedikt Langer\",\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/#\/schema\/person\/c0202dad7147dc4d73920d9d4e1796a8\"},\"headline\":\"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually\",\"datePublished\":\"2026-09-25T07:00:00+00:00\",\"dateModified\":\"2026-09-28T18:26:57+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/\"},\"wordCount\":1023,\"publisher\":{\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2026\/09\/cover-hero-1.jpg\",\"articleSection\":[\"ICT Infrastructure\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/\",\"url\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/\",\"name\":\"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually\",\"isPartOf\":{\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2026\/09\/cover-hero-1.jpg\",\"datePublished\":\"2026-09-25T07:00:00+00:00\",\"dateModified\":\"2026-09-28T18:26:57+00:00\",\"description\":\"Compared to GDP, the planned US AI expansion surpasses the rail boom. Increasingly funded through loans and opaque structures.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#primaryimage\",\"url\":\"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2026\/09\/cover-hero-1.jpg\",\"contentUrl\":\"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2026\/09\/cover-hero-1.jpg\",\"width\":1280,\"height\":720,\"caption\":\"Eine Waage ger\u00e4t durch ungleich verteilte M\u00fcnzen aus dem Gleichgewicht.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Startseite\",\"item\":\"https:\/\/www.digital-chiefs.de\/en\/home\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/#website\",\"url\":\"https:\/\/www.digital-chiefs.de\/en\/\",\"name\":\"Digital Chiefs\",\"description\":\"Architekten des digitalen Deutschlands\",\"publisher\":{\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.digital-chiefs.de\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/#organization\",\"name\":\"Digital Chiefs\",\"url\":\"https:\/\/www.digital-chiefs.de\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2020\/05\/cropped-digital-chiefs-logo-klein.jpg\",\"contentUrl\":\"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2020\/05\/cropped-digital-chiefs-logo-klein.jpg\",\"width\":190,\"height\":190,\"caption\":\"Digital Chiefs\"},\"image\":{\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/digitalchiefs\/\",\"https:\/\/x.com\/digital_chiefs\",\"https:\/\/www.linkedin.com\/company\/digital-chiefs\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.digital-chiefs.de\/en\/#\/schema\/person\/c0202dad7147dc4d73920d9d4e1796a8\",\"name\":\"Benedikt Langer\",\"description\":\"Benedikt Langer befasst sich als Redakteur vor allem mit IT- und Cloud-Themen mit besonderem Fokus auf K\u00fcnstliche Intelligenz, digitale Infrastruktur und strategische Cloud-Architekturen. In seinen Beitr\u00e4gen beleuchtet er technologische Entwicklungen stets aus der Perspektive von Entscheiderinnen und Entscheidern und ordnet sie in wirtschaftliche, regulatorische und organisatorische Zusammenh\u00e4nge ein. Neben Digital Chiefs schreibt er regelm\u00e4\u00dfig f\u00fcr weitere Fachmagazine der Evernine Media.\",\"sameAs\":[\"https:\/\/www.linkedin.com\/in\/benedikt-langer\/\"],\"url\":\"https:\/\/www.digital-chiefs.de\/en\/author\/benedikt\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually","description":"Compared to GDP, the planned US AI expansion surpasses the rail boom. Increasingly funded through loans and opaque structures.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/","og_locale":"en_US","og_type":"article","og_title":"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually","og_description":"Compared to GDP, the planned US AI expansion surpasses the rail boom. Increasingly funded through loans and opaque structures.","og_url":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/","og_site_name":"Digital Chiefs","article_publisher":"https:\/\/www.facebook.com\/digitalchiefs\/","article_published_time":"2026-09-25T07:00:00+00:00","article_modified_time":"2026-09-28T18:26:57+00:00","og_image":[{"width":1280,"height":720,"url":"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2026\/09\/cover-hero-1.jpg","type":"image\/jpeg"}],"author":"Benedikt Langer","twitter_card":"summary_large_image","twitter_creator":"@digital_chiefs","twitter_site":"@digital_chiefs","twitter_misc":{"Written by":"Benedikt Langer","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#article","isPartOf":{"@id":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/"},"author":{"name":"Benedikt Langer","@id":"https:\/\/www.digital-chiefs.de\/en\/#\/schema\/person\/c0202dad7147dc4d73920d9d4e1796a8"},"headline":"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually","datePublished":"2026-09-25T07:00:00+00:00","dateModified":"2026-09-28T18:26:57+00:00","mainEntityOfPage":{"@id":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/"},"wordCount":1023,"publisher":{"@id":"https:\/\/www.digital-chiefs.de\/en\/#organization"},"image":{"@id":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#primaryimage"},"thumbnailUrl":"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2026\/09\/cover-hero-1.jpg","articleSection":["ICT Infrastructure"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/","url":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/","name":"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually","isPartOf":{"@id":"https:\/\/www.digital-chiefs.de\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#primaryimage"},"image":{"@id":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#primaryimage"},"thumbnailUrl":"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2026\/09\/cover-hero-1.jpg","datePublished":"2026-09-25T07:00:00+00:00","dateModified":"2026-09-28T18:26:57+00:00","description":"Compared to GDP, the planned US AI expansion surpasses the rail boom. Increasingly funded through loans and opaque structures.","breadcrumb":{"@id":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#primaryimage","url":"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2026\/09\/cover-hero-1.jpg","contentUrl":"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2026\/09\/cover-hero-1.jpg","width":1280,"height":720,"caption":"Eine Waage ger\u00e4t durch ungleich verteilte M\u00fcnzen aus dem Gleichgewicht."},{"@type":"BreadcrumbList","@id":"https:\/\/www.digital-chiefs.de\/en\/artificial-intelligence-revenues-would-need-to-grow-by-80-percent-annually\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Startseite","item":"https:\/\/www.digital-chiefs.de\/en\/home\/"},{"@type":"ListItem","position":2,"name":"Artificial Intelligence Revenues Would Need to Grow by 80 Percent Annually"}]},{"@type":"WebSite","@id":"https:\/\/www.digital-chiefs.de\/en\/#website","url":"https:\/\/www.digital-chiefs.de\/en\/","name":"Digital Chiefs","description":"Architekten des digitalen Deutschlands","publisher":{"@id":"https:\/\/www.digital-chiefs.de\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.digital-chiefs.de\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.digital-chiefs.de\/en\/#organization","name":"Digital Chiefs","url":"https:\/\/www.digital-chiefs.de\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.digital-chiefs.de\/en\/#\/schema\/logo\/image\/","url":"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2020\/05\/cropped-digital-chiefs-logo-klein.jpg","contentUrl":"https:\/\/www.digital-chiefs.de\/wp-content\/uploads\/2020\/05\/cropped-digital-chiefs-logo-klein.jpg","width":190,"height":190,"caption":"Digital Chiefs"},"image":{"@id":"https:\/\/www.digital-chiefs.de\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/digitalchiefs\/","https:\/\/x.com\/digital_chiefs","https:\/\/www.linkedin.com\/company\/digital-chiefs\/"]},{"@type":"Person","@id":"https:\/\/www.digital-chiefs.de\/en\/#\/schema\/person\/c0202dad7147dc4d73920d9d4e1796a8","name":"Benedikt Langer","description":"Benedikt Langer befasst sich als Redakteur vor allem mit IT- und Cloud-Themen mit besonderem Fokus auf K\u00fcnstliche Intelligenz, digitale Infrastruktur und strategische Cloud-Architekturen. In seinen Beitr\u00e4gen beleuchtet er technologische Entwicklungen stets aus der Perspektive von Entscheiderinnen und Entscheidern und ordnet sie in wirtschaftliche, regulatorische und organisatorische Zusammenh\u00e4nge ein. Neben Digital Chiefs schreibt er regelm\u00e4\u00dfig f\u00fcr weitere Fachmagazine der Evernine Media.","sameAs":["https:\/\/www.linkedin.com\/in\/benedikt-langer\/"],"url":"https:\/\/www.digital-chiefs.de\/en\/author\/benedikt\/"}]}},"_links":{"self":[{"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/posts\/35037","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/users\/82"}],"replies":[{"embeddable":true,"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/comments?post=35037"}],"version-history":[{"count":3,"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/posts\/35037\/revisions"}],"predecessor-version":[{"id":35100,"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/posts\/35037\/revisions\/35100"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/media\/34992"}],"wp:attachment":[{"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/media?parent=35037"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/categories?post=35037"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.digital-chiefs.de\/en\/wp-json\/wp\/v2\/tags?post=35037"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}