Five leading public AI companies are collectively on track to spend about $700 billion this year on big-ticket projects

Leaving this here:

https://archive.is/20260207104130/https://www.washingtonpost.com/technology/2026/02/07/ai-spending-economy-shortages/

From the article:

(...) critics worry that the up-front costs to develop AI have become so mammoth that the investment can possibly pay off only if AI reshapes life, work and the economy in a way that uncorks massive new profits for these technology firms.
JPMorgan calculated last fall that the tech industry **must collect an extra $650 billion in revenue every year** (three times the annual revenue of AI chip giant Nvidia) to earn a reasonable investment return. That marker is probably even higher now because AI spending has increased.