Bain & Co's annual global technology report says the AI industry must generate $6 trillion in yearly revenue by 2031 to justify the capital pouring into data centers, with existing AI services covering only about $1.8 trillion of that. The consultancy projects $5-6.5 trillion in data-center capital spending by 2030, adding at least 150 gigawatts of capacity that will strain energy grids, and says the shortfall will need to come from nascent fields like robotics, drug discovery and autonomous machines.