The Definitive Guide toAI Data Centers
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Bain’s September 2025 modeled annual monetization gap for anticipated 2030 AI demand

~$800Bmodeled

Value kindmodeled — Interpret this value according to its displayed kind, scope, source, and as-of date.
ScopeBain’s stated scaling and monetization assumptions, including reinvested savings. Not an observed shortfall or the probability of the guide’s bubble scenario.
As of2025-09
SourceBain & Company, Global Technology Report press release, 23 September 2025. · 23 September 2025 press release, headline findings and revenue/savings paragraphs
Reviewchecking…review by 2026-12-05 · fast cadence
Recorded changeslast 2026-09-16 · 3 revisions tracked
Claim idannual-ai-revenue-shortfall-by-2030-even-after

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