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Strategies & Market Trends : World Outlook

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To: Les H who wrote (49355)	12/9/2025 3:35:07 PM
From: Les H	Read Replies (1) of 49558

AMD and IBM's CEO doesn't see an AI bubble, just $8 trillion in data centers Lisa Su shrugs off the bubble talk while signing a deal with OpenAI By Alfonso Maruccia December 5, 2025 AMD and IBM's CEO doesn't see an AI bubble, just $8 trillion in data centers \| TechSpot IBM CEO Krishna said today’s figures for constructing and populating large AI datacenters place the industry on a trajectory where roughly $8trillion of cumulative commitments would require around $800 billion of annual profit simply to service the cost of capital. The entire S&P 500 earns $ 235 billion a year. The commitments are probably stretched out much longer than has been specified so far as well as being subject to being cancelled or postponed.

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