Aug. 4 at 7:17 PM
This AI demand curve is getting ridiculous.
$GS estimates global token consumption could explode from 5 quadrillion today to 120 quadrillion by 2030.
That’s roughly a 24x increase in just four years.
The impact on hyperscaler revenue could be massive as AI workloads continue scaling.
The market may still be underestimating the size of this infrastructure cycle.
Watching the biggest AI beneficiaries:
$MSFT
$AMZN
$GOOG
$ORCL
We might not be bullish enough on the next phase of AI growth.
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