The Scale of the Bet
$270B
Big Tech AI CapEx 2025
MSFT $80B • GOOG $75B • META $65B • AMZN $50B
$500B
Stargate Project
OpenAI + SoftBank + Oracle
$62B
Databricks
Dec 2024
$50B
xAI
Nov 2024
42%
Top 10 deals share
Of total funding
65%
US funding share
Global AI investment
The Speed of Change
Nov 2022
0
ChatGPT users
5 Days
1M
Fastest ever
Jan 2026
800M
Weekly users
10x
Inference cost drop/yr
GPT-3 → GPT-4 era
3-6 mo
Open source lag
Was 2 years in 2023
40%
Coding productivity
GitHub Copilot
78%
Companies using AI
McKinsey 2025
The Human Element
$1M+
Top researcher pay
Some earn $10M+
2
Nobel Prizes 2024
Hinton + Hassabis
58%
AI pilots fail
Never reach prod
300M
Jobs exposed
Goldman est.
The Energy Crunch
AI's Insatiable Appetite
ChatGPT uses 10x more energy per query than Google search. By 2030, AI data centers could consume as much power as Japan. Microsoft, Amazon, Google are all going nuclear.
10%
US grid by 2030
1 GW
Single AI cluster
= 750K homes
$20B+
Nuclear deals
Big Tech announced
3x
DC power by 2030
IEA projection
+48%
Google emissions
2019-2023