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2026-11-09

BCG: Annual AI Data-Center Revenue Needed to Clear the Cost of Capital Rises to ~$2.27 Trillion by 2030

BCG: Annual AI Data-Center Revenue Needed to Clear the Cost of Capital Rises to ~$2.27 Trillion by 2030

Key points

Annual AI data-center revenue needed to clear the cost of capital, $bn | $208bn in 2025 rising to $2,271bn (~$2.27tn) by 2030, nearly 11x in six years

Image source: @pequityresearch