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A commentary highlighting Prof. Van Nieuwerburgh's research that AI data centers require at least $3.5 trillion in annual revenue to service their debt, raising doubts about whether OpenAI, Anthropic, and others can generate returns fast enough to avoid a bubble.
The article compares the greenhouse gas emissions of one cheeseburger to approximately 63,000 Gemini AI text prompts, citing recent research papers to highlight the relative environmental impact of AI usage.