Tokenomics - why AI revenue is out of synch with costs, says Bain & Co – for users and vendors alike
Global management consultancy Bain & Co has made a name for itself in recent years with some astute analysis of enterprise AI adoption trends, contrasting strategic aims with operational realities, and documenting the gap that sometimes appears between them.
This week sees the publication of its Global Technology Report 2026, which positions AI as “the most consequential technology of our lifetimes”. Doubtless that is true, but it is also an ambiguous statement, because what are those consequences?
One is that there is a gulf between the AI industry’s hardware needs and its software revenues, which Bain & Co suggests is the biggest challenge of this era – beyond even last year’s focus on ROI. The reasoning is stark: according to the report, the sector will need to generate revenues of $6 trillion a year by 2031 just to fund its planned infrastructure buildout.
But existing consumer and enterprise AI applications...
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