AI Sector Faces $800 Billion Annual Funding Shortfall by 2030
A new report from Bain & Company projects that $2 trillion in new annual revenue is needed to profitably fund the sector's compute demands.
A Sobering Economic Forecast
The artificial intelligence sector faces a significant funding gap, according to the 6th annual Global Technology Report from Bain & Company, released on September 23, 2025. The report projects that $2 trillion in new annual revenue will be needed by 2030 to profitably fund the computing power required to meet anticipated AI demand. Even after accounting for savings generated by AI-driven efficiencies, the world will still face an $800 billion annual shortfall.
This forecast provides a stark counterpoint to the massive capital investments announced the same day. The report highlights a fundamental tension: the cost …
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