Bain and Co.
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 29, 2025 by Alex Kantrowitz · across every show →
Everything said about Bain and Co., oldest first
Sep 29, 2025 bearish
Kantrowitz: Bain Estimates AI Infrastructure Requires $2T Annual Revenue by 2030
“This week, consultants Bain and Co. Estimated the wave of AI infrastructure spending will require two trillion in annual AI revenue by 2030. By comparison, that is more than the combined 20 24 revenues Of Amazon, Apple, Alphabet, Microsoft, Meta, and Nvidia, a…”