The article discusses the financial sustainability of the AI industry, specifically the massive investments required to build and maintain data centers, and the need for AI companies to generate significant revenue to justify these costs. The author argues that the current growth rate of AI revenue is insufficient to support the industry's projected expansion. The article also highlights the challenges of measuring the cost and return on investment of AI projects. The author suggests that the AI industry is facing a significant financial risk and that a collapse is possible if the industry does not meet its projected revenue targets.