The article says $6T by 2031 and it's global spending, not just in the US.

> Bain forecasts that annual spending on AI infrastructure might hit $1.5 trillion by 2031.

So maybe in 5yrs it will need enough revenue to cover $1.5T in capex spend globally in a year, investments which as the article mentions is also being supported by governments in "the UAE, Saudi Arabia, the EU, South Korea and the US". ... Or spending growth could lower over the next couple years to be more realistic.