Where the money is not coming from are consumers. There is no consumer market for AI that stands a chance of making these companies profitable.
It's a bubble. Just like the sub-prime mortgage loan debacle of 2008. It's going to burst. These companies are large enough that the government will declare them necessary, and will give a large portion of the taxes we pay to these companies to keep them afloat.
Ah yes, the government bailout, and the government will decide who pays the real price. And that will be me, and you and the rest of us that aren't rich.
These AI companies are aware of this, or they wouldn't take the gamble. So I would have to disagree and say that the government is and will be involved in how all of this plays out.
This is 100% wrong.
Look at Anthropic's quarterly revenue from AI sales ($11B), OpenAI (6.7B) and XAI ($5B). That's $23B a quarter or $100B annualized. And it's still growing.
Inesting $1T when your revenue is 10% annually and growing quickly is not unusual.