Can AI answer the $3 trillion question?

AI 能否回答 3 万亿美元的问题？

Sequoia partner David Cahn estimates 2026 AI infrastructure spending at $1.5 trillion, meaning the industry must generate $3 trillion in revenue to justify the investment. Rising memory costs and exotic chips may push that number higher. On the revenue side, Anthropic is at roughly $60B ARR and OpenAI earned $13B in 2025 — a large gap remains.

Why it matters: Sequoia partner David Cahn's math on the AI capex-to-revenue gap is sharp and well-sourced — $1.5T in infra spend needing $3T in revenue, with Anthropic at ~$60B annualized. Not scored higher because this is analysis/commentary rather than breaking news, and TechCrunch is reca...