AI季度收入首超数据中心折旧，基础设施开始自偿

AI revenue has crossed its first serious accounting test: $25B in quarterly sales now exceeds $21B in estimated chip and data-center depreciation.

i.e. AI infrastructure is starting to pay for itself before power, labor, financing, and leases are counted.

Chart from Bloomberg

bloomberg. com/news/articles/2026-06-25/ai-demand-begins-to-justify-massive-cost-of-data-center-buildout