Sequoia Partner: Global AI Infrastructure Investment to Reach $1.5 Trillion in 2026, Industry Requires $3 Trillion Revenue to Break Even

CoinFeed July 10 news, according to TechCrunch, Sequoia Capital partner David Cahn updated his analysis of AI infrastructure investment returns. He calculated that global AI infrastructure investment in 2026 will be about $1.5 trillion, adding data center operating costs and operator profits, the AI industry needs to earn $3 trillion to cover this investment, and this estimate may be low. There is a huge gap between current revenue and required return — Anthropic is believed to have an annualized revenue of $60 billion, OpenAI's 2025 revenue is about $13 billion.