September 24, 2026
The AI bet must pay for the buildout: productivity needs to be 2.7 times higher by 2030
By 2030, the AI sector needs a 2.7-fold productivity increase, according to calculations by Jessica Wachter and Jonathan Wachter. The calculation includes capital expenditure, depreciation, and a 15% return.
By 2030, the AI sector needs a 2.7-fold productivity increase, according to calculations by Jessica Wachter and Jonathan Wachter. The calculation includes capital expenditure, depreciation, and a 15% return.
If that growth does not materialize by 2030, the authors say it could result in the largest capital misallocation in history.
