Who pays for AI’s $2.6 trillion build-out? Look to corporate budgets

From the source

Good morning. By 2030, the AI ecosystem will need about $2.6 trillion in annual end-market spending to support data centers, chips, model development, and investor returns, according to a BCG Institute analysis. Enterprises would account for $1.8 trillion of that total, followed by consumers at $366 billion, hyperscalers’ internal use at $204 billion, and emerging technologies such as physical AI at $200 billion. The estimates represent global spending, excluding China, and reflect infrastructure costs concentrated mainly in the U.S., where most new capacity is being built. The $1.8 trillion is a measure of what the AI ecosystem would need from enterprises, rather than a forecast of actual spending. In one illustrative scenario, BCG estimates that companies could contribute that amount by reallocating $857 billion from existing technology budgets and adding $937 billion in new spending. That would put enterprise tech budgets roughly 13% above International Data Corporation’s IT…

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