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AI investment may need $4 trillion in revenue, Bob Elliott argues

AI investment may need $4 trillion in revenue, Bob Elliott argues
U.S. AI capex targets massive revenue

Bob Elliott, co-founder and CIO at Unlimited, analyzes the scale of anticipated U.S. capital expenditure in AI by 2030, which he estimates at $5 trillion.

He calculates that for such an investment to yield a reasonable IRR, it would need to generate $3 trillion to $4 trillion in annualized revenue. This implies around $25,000 in revenue per U.S. worker if AI-driven growth meets these targets.

Elliott has previously commented on market shifts outside of AI investment. He recently cited reduced central bank gold buying as a factor behind softer conditions and lower tightness in the gold market. In a separate note, he flagged allocator concerns after a new hedge fund 444 plan introduced higher fees and extended lockups.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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