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Capital spending

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AI-generated conceptual illustration: data centers, power facilities and infrastructure under construction
Business/Oct 4, 2026

AI infrastructure expansion faces a revenue test: the assumptions behind a $31.6 trillion forecast

PwC forecasts cumulative data-center capital spending of $31.6 trillion through 2050, while Bain estimates that $6 trillion in annual revenue will be needed in 2031 to support AI computing demand. The estimates expose the time gap between investment and commercial returns.

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