[Sequoia Partner: Global AI Infrastructure Investment to Reach $1.5 Trillion by 2026, Industry Needs $3 Trillion in Revenue to Break Even] According to TechCrunch, Sequoia Capital partner David Cahn has updated his analysis of the return on investment for AI infrastructure. He calculated that by 2026, global AI infrastructure investment will amount to approximately $1.5 trillion. Including data center operating costs and operator profits, the AI industry would need to generate $3 trillion in revenue to cover this investment, and this estimate might be conservative. There is currently a significant gap between revenue and the required return—Anthropic is estimated to have an annualized revenue of $60 billion, while OpenAI's revenue in 2025 is projected to be around $13 billion.