projected industry AI-asset D&A — exceeds combined hyperscaler 2025 profits (CONTESTED)
~$500B/yrforecastcontested
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| As of | 2026-08-26 |
| Source | BCA Research (Peter Berezin) · Berezin: hyperscalers hold at least ~$2.5T of AI assets by decade-end; at a ~20% annual depreciation rate that is ~$500B/yr of depreciation expense |
| Derivation | Berezin: hyperscalers hold ≥$2.5T of AI assets by decade-end; at a ~20% depreciation rate that is ~$500B/yr of depreciation expense — exceeding combined hyperscaler 2025 profits. Updates the ~$400B company-filings aggregate. |
| Review | checking…review by 2026-09-19 · fast cadence |
| Recorded changes | last 2026-08-26 · 3 revisions tracked |
| Claim id | projected-industry-ai-asset-d-and-a-exceeds |
Where the guide uses it
Not quoted in a chapter yet; it is kept in the curated register.
← Full numbers register — every date-stamped figure in the guide, with revision history.