- Tech News & Insight
- September 23, 2025
- Hema Kadia
New analysis from Bain & Company puts a stark number on AIโs economics: by 2030 the industry may face an $800 billion annual revenue shortfall against what it needs to fund compute growth. Bain estimates AI providers will require roughly $2 trillion in yearly revenue by 2030 to sustain data center capex, energy, and supply chain costs, yet current monetization trajectories leave a large gap. The report projects global incremental AI compute demand could reach 200 GW by 2030, colliding with grid interconnect queues, multiyear lead times for transformers, and rising energy prices.
- 5G, AI, API, Monetization, Network Slicing, RAN
- Amazon, AMD, Data Center, DeepSeek, Fiber, Google, GPU, Meta, Microsoft, Nvidia, OpenAI, Partnerships, Private 5G, Signal
- Retail, Telecom



