David Cahn: Global AI infrastructure investment will reach $1.5 trillion by 2026, and the industry needs $3 trillion in revenue to recoup costs

According to TechCrunch, Sequoia partner David Cahn analyzed that global AI infrastructure investment will reach $1.5 trillion by 2026, and the industry needs to achieve $3 trillion in revenue to recoup its costs. The current annualized revenue of Anthropic is $60 billion, and OpenAI's revenue for 2025 is approximately $13 billion.