Gartner concludes that AI services are unlikely to deliver enough revenue to cover the capital expenditure going into IT infrastructure between now and 2030, The Register reports.
It adds that neocloud operators will largely bow out or be bought out. Gartner reached the view by adding up anticipated AI datacenter investment and estimating the revenue from AI-driven applications.
Source: theregister.com, reported 10-14. https://www.theregister.com/on-prem/2026/10/14/the-ai-math-isnt-mathing-as-infrastructure-spending-forecast-to-outstrip-expected-revenue/5302856