SoftBank Group CEO Masayoshi Son projected $5 trillion in annual AI investment by 2040. Son dismissed AI bubble concerns as absurd during a Tokyo corporate conference. He claimed critics of the technology's potential do not fully understand it.
AI-related revenue could reach 20% of global GDP by 2040. Son described the multi-trillion dollar investment as a rounding error relative to projected revenue.
Capital is required for data centers, chip production, and energy infrastructure. AI data centers may require 1.8 times the current global electricity consumption. Nuclear fusion could potentially fuel these long-term power requirements.