Global consulting agency Gartner recently predicted that by 2030, more than 80% of new cloud service providers will be forced to terminate independent operations. The core reason is that the industry's revenue gap will reach the level of trillions of dollars. The agency estimates that AI data centers will need to generate 8.5 trillion US dollars in revenue by 2030 to cover costs, but the actual estimate is only 3.6 trillion dollars. CoreWeave experienced a credit crisis on Wednesday, and the probability of a 5-year default rose to 63%.

Global consulting agency Gartner recently predicted that by 2030, more than 80% of new cloud service providers will be forced to terminate independent operations. The core reason is that the industry's revenue gap will reach the level of trillions of dollars. The agency estimates that AI data centers will need to generate 8.5 trillion US dollars in revenue by 2030 to cover costs, but the actual estimate is only 3.6 trillion dollars. CoreWeave experienced a credit crisis on Wednesday, and the probability of a 5-year default rose to 63%.