[Viewpoint: If AI sales grow strongly, AI operators' capital expenditure returns are expected to turn positive within 24 months] BlockBeats News, June 27, renowned researcher Oguz Erkan conducted data analysis and stated that based on current funding costs, hyperscale cloud service providers' operating profit margins, and depreciation periods, the return on investment for AI capital expenditures will turn positive when revenue/depreciation and amortization reaches approximately 1.7-1.8 times. Currently, AI revenue is about 1.2 times the depreciation of capital expenditures. Oguz Erkan predicts that if AI sales grow strongly, it is expected to turn positive within 24 months. [Original link]