Woofun AI data shows that renowned researcher Oguz Erkan analyzed hyperscale cloud provider metrics, including cost of capital, operating profit margins, and depreciation periods. The analysis identifies a revenue-to-depreciation ratio of 1.7 to 1.8 times as the threshold for positive return on AI capital expenditures. Currently, AI revenue stands at approximately 1.2 times capital expenditure depreciation. Erkan projects that robust growth in AI sales could enable operators to achieve positive returns within a 24-month timeframe.