Own The Future: The $1.5 Trillion Proof the AI Boom Is Real, Sustainable, and Still Just Getting Started

This is the big weekly review of all the research I’ve been doing for GNG members, the company, and the ZEUS family. It’s designed to look out 1, 5, and 50 years into the future and make your life better by helping you achieve financial independence and, most importantly, maximize the meaning of your life in the age of abundance being built right now. Part 3 is an exciting update about GNG and what we’re building😉🥳 Part 1: What You Need To Know For The Next Year: AI Boom Keeps Growing Larger (And It’s Justified By Fundamentals) Hyperscaler Earnings Capex Guidance Up $55 Billion From Last Quarter Personally, I think $750 to $880 Billion Is The Final Outcome Extrapolating this quarter and the fact that Amazon spent 30% more in 2025 than in the initial guidance $55 billion *3 more quarters = $165 billion + $715 billion current Guidance = $880 billion 30% more than the initial $660 billion is $858 billion The risk to capex is to the upside 90% Capex Growth Vs 70% last quarter…Vs 143% growth in cloud backlog…which is up from 95% last quarter. $880 billion = 134% growth in spending vs 143% growth in backlog Even that amount of spending would be 100% justified by fundamentals Here Is The Single Biggest Proof That All Of This Spending Is Justified $715 billion of spending to secure $1.45 trillion in excess demand…that’s growing at 143% YOY…up from 95% YOY last quarter! Spending is growing at 90%!…BUT demand is Growing 143%! “But how is this being funded?!” Cash Flow 😉 Because every bit of capacity is sold the moment it’s done, all of the spending is highly profitable…by definition, if there is a backlog, all sales are full price Therefore, all of this spending (and more) is infinitely sustainable as long as demand grows faster than supply When Will Companies Start To Report Actual AI Benefits?! Microsoft As The Case Study Of Safe AI Investing “So Easy It’s Obvious To Everyone…In The Future😉😂 Microsoft is now the world’s largest AI company with $37 billion in AI revenue. According to The Information, this is conservatively measured and excludes the partnership with OpenAI (this is CoPilot revenue). Well done, Satya Nadella and Mustafa Sullyman! OpenAI is guiding for 89% CAGR revenue growth through 2030 ($280 billion by 2030). So here is how the AI race looks right now. Microsoft $37 billion annualized AI revenue (123% growth) Anthropic $30 billion with 900% growth OpenAI is $25 billion with 89% CAGR growth $92 billion in ARR revenue for these 3 companies alone…at 63% CAGR growth through 2030, that’s $650 billion in revenue in 2030…what JPMorgan estimates is necessary to justify ALL AI growth spending. 116% CAGR growth for these companies alone (ignoring the rest of the AI industry) justifies the $2 trillion worst-case estimates for what’s necessary to justify this spend. Demand is currently growing, how fast? Cloud backlog is growing 143% per year (accelerating from 95% last quarter). According to Azheem Azhar’s Team at Exponential View, AI Revenue has been doubling every 5 months…and that rate is stable over the past year. But What Evidence Is There That All This AI Spending Is Justified?!😉 Are We Going To Still Be Freaking Out About Giant Capex EVERY Quarter?! Look at The Free Cash Flow! FCF is unaffected by depreciation, so sorry, Michael Burry, you can’t claim these numbers are fraud😉 $327 billion in profit by mid-2031 20.6% CAGR Profit Growth For Next 5 Years $290 billion in Capex +$50 billion in R&D = $340 billion in Growth Spending. “But how do we know this spending is justified?!” How about 21% CAGR growth? 21.73% CAGR EPS growth consensus…Plus 0.88% yield = 22.61% CAGR total return justified Operating Cash Flow Is What To Watch (Like What Amazon Has Been Focusing on Since the Beginning) Free cash flow is what’s left over after running the business and investing in future growth. Because ther