# Bain says AI industry must hit $6 trillion revenue by 2031

> Consultants estimate annual AI revenue needs to reach $6 trillion by 2031 to fund rising infrastructure costs.

Oossa · 2026-09-30 · https://oossa.com/en/bain-says-ai-industry-must-hit-6-trillion-revenue-by-2031

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Bain & Company’s 2026 Global Technology Report says the AI sector must generate $6 trillion a year by 2031 to keep funding the hardware and data‑center capacity it needs. The estimate assumes AI capex will stay at about 25 % of total revenue. Bain also projects AI infrastructure spending could hit $1.5 trillion annually by 2031, up from $780 billion in 2026.

## The facts

- Target: $6 trillion annual AI revenue by 2031 (Bain report).
- Capex forecast: $1.5 trillion in AI infrastructure spending by 2031.

## Why it matters

Without that revenue growth, the industry may struggle to afford the massive compute hardware it depends on.

## Sources & references

1. [AI market needs to make $6 trillion a year by 2031 to fund its infrastructure habit](https://www.theregister.com/ai-and-ml/2026/09/30/ai-market-needs-to-make-6-trillion-a-year-by-2031-to-fund-its-infrastructure-habit/5300175) – The Register, 2026-09-30

Last updated: 2026-09-30