Evans: Tech industry will spend $1T to $2T on AI CapEx
Benedict Evans · The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z · Jun 8, 2026 · at 13:28
Benedict Evans, tech analyst, discusses the magnitude of global capital expenditure being committed to AI infrastructure on The a16z Podcast.
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“Over the next couple of years, we've got like a trillion or two trillion dollars of capex coming down the pipe, and the models get a hundred x, 200 x, if it's more efficient every year.”
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