ROI 1.7-1.8 times to break even, now only 1.2 times, still need to wait two years.

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.