A report from Exponential View indicates that global AI sales revenue has reached $25 billion, surpassing the estimated depreciation costs of data centers and chips for the second consecutive quarter. This milestone suggests that AI companies' revenues are beginning to cover their capital expenditures, though profit margins remain slim. Separately, DeepSeek is reportedly preparing for an IPO. AI
IMPACT This suggests a potential shift towards AI profitability, encouraging further investment and development in the sector.
RANK_REASON AI revenue surpassing capital expenditure is a significant financial milestone for the industry. [lever_c_demoted from significant: ic=1 ai=0.7]
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