CoinWorld news, researcher Oguz Erkan said that based on current capital costs, operating profit margins of hyperscale cloud service providers, and depreciation periods, the return on AI capital expenditure becomes positive when the ratio of revenue to depreciation and amortization is approximately 1.7 to 1.8 times. Currently, AI revenue is about 1.2 times the depreciation of capital expenditure. If AI sales growth remains strong, it is expected to turn positive within 24 months.

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ReflectionsOnTheStreetAfterThe
· 4h ago
24 months? Feeling optimistic, reasoning price is still falling.
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GateUser-c3de680b
· 5h ago
The calculation is quite detailed, but cloud vendors' depreciation policies vary greatly among different companies. The universality of this model is questionable.
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GateUser-f4fbd803
· 5h ago
ROI is only 1.7x to break even—now it’s just 1.2x, and I still have to hold on for two more years.
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