Postingan

For the past couple of years, the AI conversation has mostly been about who is spending the most. Now I think the more interesting question is becoming: who is actually making money from it? We’re starting to see AI monetization spread beyond chipmakers. Salesforce says annual recurring revenue from Agentforce and Data 360 has reached nearly $3.9B, while cloud companies are also seeing stronger demand tied to AI workloads. That makes the current phase feel different from the early AI hype cycle. Personally, this is what I’ve been waiting to see. Selling GPUs is one thing, but if software companies, cloud providers and regular businesses can all turn AI into real revenue, then the AI story becomes much broader than Nvidia and data-center spending. I’m still cautious about the amount of money being poured into infrastructure, though. The spending is enormous, and eventually the returns have to justify it. #AIMonetizationBroadens $BTC