Insight: Strong Growth in AI Sales Could Lead to AI Operators' Capital Expenditure Payback in Less Than 24 Months

BlockBeats News, June 27th - Renowned researcher Oguz Erkan conducted data analysis and indicated that based on the current cost of capital, the operating profit margin of hyperscale cloud service providers, and the depreciation period, the return on investment for AI capital expenditures will turn positive when the revenue/depreciation and amortization ratio is around 1.7-1.8 times. Currently, AI revenue is about 1.2 times the capital expenditure depreciation.

Oguz Erkan expects that if AI sales grow strongly, it is expected to turn positive within 24 months.