2026-06-02 06:12:25
"J.P. Morgan, modeling what the buildout would need to earn to clear a ten percent return on current capital expenditure, arrived at roughly six hundred fifty billion dollars per year in AI-sector revenue — the equivalent of thirty-five dollars per month, in perpetuity, from every iPhone user on earth. The current run-rate is about twenty-five billion. The gap is twenty-six-fold. "



















