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Gartner estimates that worldwide AI spending will total 1.5 Trillion US$ in 2025.[1] As of 2024, global GDP per year is 111.25 Trillion US$.[2] The question is
by Archelaos 10mo ago
Gartner estimates that worldwide AI spending will total 1.5 Trillion US$ in 2025.[1] As of 2024, global GDP per year is 111.25 Trillion US$.[2] The question is how much this can be increased by AI. This describes the market volumn for AI. Todays investments have a certain lifespan, until they become obsolet. For custom software I would estiamte that it is 6-8 years. AI investments should be somewhere in this range.
Taking all this into consideration, the investment volumn does not look oversized to me -- unless one is quite pessimistic about the impact of AI on global GDP.
[1] https://www.gartner.com/en/newsroom/press-releases/2025-09-17-gartner-says-worldwide-ai-spending-will-total-1-point-5-trillion-in-2025 https://www.gartner.com/en/newsroom/press-releases/2025-09-1...
[2] https://data.worldbank.org/indicator/NY.GDP.MKTP.CD https://data.worldbank.org/indicator/NY.GDP.MKTP.CD
- i000 10mo agoWhat makes you think that this 'surplus' GDP will be captured by those who do the investments?
- mh8h 10mo agoexcept that a big chunk of the AI investments is going into buying GPUs that go obsolete much earlier than the 6-8 year time frame.
- andruby 10mo agoTo increase the GDP you also need people to spend money. With the general population earning relatively less, I'm not sure the GDP increase will be that substantial. It's all going to cause more inflation and associated reduction in purchasing power due to stale wages.