Lookonchain APP

App Store
Feeds Articles

Viewpoint: If AI sales grow strongly, the return on capital expenditure for AI operators is expected to turn positive within 24 months.

2026.06.27 16:11:45

Renowned researcher Oguz Erkan’s data analysis indicates that based on current capital costs, operating margins of hyperscale cloud service providers, and depreciation periods, the return on investment (ROI) for AI capital expenditure will turn positive when AI revenue reaches roughly 1.7 to 1.8 times depreciation and amortization. Currently, AI revenue is approximately 1.2 times capital expenditure depreciation. Erkan projects that if AI sales grow robustly, the ROI is expected to turn positive within 24 months.

Source
Add to Favorites Download image Share x Copy link
Relevant content

Seven co-founders of Anthropic plan to cash out $1.75 billion in its blockbuster IPO.

According to the latest prospectus released on Tuesday, the seven co-founders of Anthropic PBC will collectively sell shares worth $1.75 billion in next week's initial public offering (IPO). Calculated based on the midpoint of the IPO's price range, each co-founder plans to sell shares worth approximately $250 million. According to the Bloomberg Billionaires Index, at this valuation, each co-founder's net worth will reach around $180 billion. The San Francisco-based company is seeking to raise up to $90.4 billion through its IPO and private placement, corresponding to a valuation of roughly $1.4 trillion. Per deal terms reviewed by Bloomberg, the IPO is scheduled to be priced on November 18 and start trading the next day.

1 hours ago

Microsoft's market cap has surpassed Nvidia's for the first time since June 2025.

According to data from the BIT stock platform, Microsoft (MSFT.O) has surpassed Nvidia (NVDA.O) in market capitalization for the first time since June 2025.

1 hours ago

Secretary of Iran's Supreme National Security Council: Iran and the United States are not currently holding any negotiations.

Secretary of Iran's Supreme National Security Council Rezaei stated that Iran and the United States are currently not engaged in any negotiations.

1 hours ago

The yield on the 10-year U.S. Treasury note has risen back to 5%, marking its first time at that level since November.

The yield on the 10-year U.S. Treasury has rebounded to 5%, marking its first such level since November.

1 hours ago

Goldman Sachs, Citigroup and other banks have pledged around $270 million in funding support for the joint stablecoin project.

According to a Bloomberg report, sources familiar with the matter disclosed that multiple financial institutions including Goldman Sachs Group, Citigroup, Banco Santander, and Deutsche Bank have committed around $270 million in funding for a joint stablecoin project. The funds are earmarked to cover the new company’s five-year operating costs, the sources added. Earlier this year, a group of 21 institutions unveiled plans for the firm, which will act as the issuer of a U.S. dollar stablecoin and is expected to be registered in the United States. The sources spoke on condition of anonymity due to the non-public nature of the information involved.

1 hours ago

Morgan Stanley's ETF address transferred 48,828 SOL tokens to Coinbase, valued at approximately $4.01 million.

According to monitoring by Onchain Lens, Morgan Stanley transferred 48,828 SOL tokens from its MSOL Solana ETF wallet to Coinbase Prime approximately 10 minutes ago, with the transaction valued at roughly $4.01 million.

1 hours ago

Hot feeds

A trader profits $448K by monitoring #Binance's new listings!

2024.12.13 17:37:29

Last week, funds have flowed into #Bitcoin, #Ethereum, and #Hyperliquid.

2024.12.16 14:48:36

A $PEPE whale that had been dormant for 600 days transferred all 2.1T $PEPE($52M) to a new address.

2024.12.14 10:35:27

NFT project Ptah has launched, with its trading volume exceeding $900,000 in just half a day; its minting mechanism mandates the use of a Binance Agent ID.

2026.10.23 10:16:30

When Elon Musk tweeted about Moltbook, the meme coin MOLT experienced a short-term 30% price surge, hitting a new all-time high of $114 million.

2026.01.31 18:37:29

A smart #AI coin trader made $17.6M on $GOAT, $ai16z, $Fartcoin,$arc.

2025.01.05 16:05:18

 More

Hot Articles

Follow us

X

Follow

Telegram

Join

Popular tokens

BitcoinEthereumHyperliquidSolanaTRONBNBTetherAaveXRPPepeFartcoinOndoJupiterUniswapBonkPendleEthenaArbitrumAvalancheLidoChainlinkPolygonDogecoinCardano