贝恩公司表示，全球人工智能行业到2031年需要实现6万亿美元的年收入，才能证明目前在全球范围内建设数据中心所投入资本的合理性。
The global artificial intelligence industry needs to earn $6 trillion in annual revenue by 2031 to justify the capital being deployed to build data centers around the world, Bain & Co. said.
该咨询公司周二在其年度全球技术报告中指出，现有的消费者和企业AI服务可能产生高达1.8万亿美元的收入，这意味着还需要创造4.2万亿美元的新收入。
Existing consumer and enterprise AI services may generate as much as $1.8 trillion of that sum, leaving $4.2 trillion in new revenue that needs to be created, the consulting firm said Tuesday in its annual global technology report.
报告称，这一缺口很可能来自从自动驾驶机器到机器人技术等新兴领域，以及药物研发、心理健康和能源生产等新兴行业。
该报告的主要作者、贝恩全球技术、媒体和电信业务主席大卫·克劳福德表示：“行业需要的是一波创新浪潮，其规模将使移动互联网和云计算所带来的变革相形见绌。
The shortfall likely will come from nascent segments ranging from autonomous machines to robotics, as well as emerging fields such as drug discovery, mental health and energy generation, it said.“What the industry needs is a wave of innovation that will dwarf what mobile and cloud unlocked,” said David Crawford, the report’s lead author and chair of Bain’s Global Technology, Media, and Telecommunications practice.
AI基础设施的建设速度远超需求曲线，要实现可持续的资金投入，需要将全球年度GDP增长率提高约1%。”
“AI infrastructure is being built well ahead of the demand curve, and funding it sustainably will require adding approximately 1% to the annual global GDP growth rate,” he said.