You don’t get to 25 or 30 trillion total addressable market by providing AI for the people who like AI. The whole plan is to replace all white collar work with AI. This requires more data centers. The people who benefit the most from this will see the least of the negative effects.
You don’t get to 25 or 30 trillion total addressable market, full stop. It's just a straight up pipe dream. If everyones jobs are automated away, there won't be any customers for the products and services provided by the companies that are fully automated by AI.
I don’t think you do either, but that doesn’t mean these people aren’t going to build a ton of data centers on that narrative.
Actually I think the AI revolution is going to have a worse outcome. It will kill off the ladder to a better life by eliminating entry level white collar work. This won’t be valuable enough to generate a UBI, and there won’t be some whale company to get it from.
Current day mid-level and up white collar workers will just adopt AI into their work, and likely benefit. In 10-15 years there won’t be replacements but maybe then the AI can run these companies anyways. In the meantime companies will adjust their goods and services to target the increasingly wealthy but shrinking upper class or the growing lower class.
