Woofun AI data shows that global hyperscale and emerging cloud providers generated approximately $25 billion in AI-related sales revenue. This figure exceeds the estimated $21 billion in depreciation costs associated with AI data center and chip investments for the second consecutive quarter. The milestone indicates that AI industry revenue has begun to offset infrastructure capital expenditure pressures, signaling a transition from expansion driven solely by spending to a phase of commercial validation.

Exponential View notes that current revenue streams are primarily derived from AI cloud services, GPU computing rentals, large-scale model APIs, enterprise software, and generative applications. Despite this progress, the report highlights that the industry has not yet reached a high-profit stage due to significant costs related to GPUs, data centers, power, and model development. Future competition is expected to focus on achieving scalable profitability amid intense market rivalry, with potential service price reductions necessitating more efficient business models.