Premium: How Much Money Does AI Need?

An opinion piece arguing that the AI industry's spending commitments are unsustainable, citing figures like OpenAI's planned $750 billion in compute spending through 2030 and hyperscalers carrying $1.65 trillion in off-balance-sheet obligations and debt. The piece frames these numbers against Meta's $80 billion metaverse losses and previews a longer analysis of how much money Meta, Google, Microsoft, Amazon, Oracle, NVIDIA, Broadcom, CoreWeave, Nebius, IREN, OpenAI, Anthropic, and SpaceX will need through 2030 to sustain AI infrastructure buildout.

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