BCG analyzes who will fund a $2.6 trillion AI build-out

BCG has published an analytical article on whether the AI infrastructure boom can pay for itself, estimating about $2.6 trillion in annual end-market spending will be needed by 2030.

• The article is a BCG analysis/opinion piece, not a new deal announcement; it presents a bottom-up model of AI data center, model company, enterprise, and consumer economics.
• It estimates funding sources of $1.8 trillion from enterprises, $366 billion from consumers, $204 billion from hyperscalers, and $200 billion from emerging technologies, while also citing $4.6 trillion in hyperscaler AI capex through 2030 and 120.3 GW of installed AI capacity by 2030.