AI faces $6 Trillion challenge

The global AI industry will need $6 trillion in annual revenue by 2031
to justify investment in data centres, but existing services could generate
just $1.8 trillion, according to Bain & Co’s annual global technology report

COMPANIES SHAPING AI INDUSTRY

SOFTWARE AND APPLICATIONS
Create AI products people and business use

AI labs
Anthropic,
xAI, Open AI,
Meta AI, Google
DeepMind

Enterprise AI
Palantir,
Salesforce,
Snowflake,
ServiceNow

HARDWARE
Foundation of industry – design and manufacture physical chips AI uses,
alongside equipment to keep data centres powered and cooled

Hyperscalers
Google Cloud,
AWS,
Azure,
Oracle

Neoclouds
CoreWeave,
Lambda,
Crusoe, Nebius,
Nscale

CLOUD AND COMPUTING
Convert chips into computing power, delivering storage and processing capacity 

Chip designers
Nvidia,
Marvell, AMD,
Broadcom,
Intel

Chipmakers
TSMC,
Samsung,
Intel,
SMIC

Infrastructure
Arista
Networks,
Vertiv,
Eaton

Sources: Bloomberg, Aljazeera
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