Tokenomics - why AI revenue is out of synch with costs, says Bain & Co – for users and vendors alike

Bain’s analysis suggests the AI sector faces a major monetization gap: by 2031, vendors may need roughly $6 trillion in annual revenue to fund the required infrastructure, while current application demand may fall far short. For enterprises, that translates into rising AI-related IT spend, uncertain ROI, and a growing risk that productivity gains are offset by added review, governance, and operational complexity rather than broad efficiency improvements.