BCA Research (Peter Berezin) projection of 2030 depreciation on about $2T of hyperscaler (Amazon, Alphabet, Meta, Microsoft, Oracle) AI assets at a five-year life
~$400B/yr (2030, 5-yr life)forecastcontested
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| Scope | BCA says annual depreciation on this asset base could exceed the same companies' combined earnings today. A projection from an assumed asset base and life, not reported depreciation. |
| As of | 2025-11 |
| Source | BCA Research (Peter Berezin), Nov 2025, as reported by Finance News Network (2025-11-27) · About US$2 trillion of AI-related assets by 2030; five-year life gives about US$400 billion a year |
| Derivation | BCA Research (Berezin, Nov 2025): about $2T of hyperscaler AI-related assets by 2030, depreciated over five years, gives about $400B a year. |
| Review | checking…review by 2027-03-01 · fast cadence |
| Recorded changes | last 2026-10-19 · 4 revisions tracked |
| Claim id | projected-industry-ai-asset-d-and-a-exceeds |
Where the guide uses it
Not quoted in a chapter yet; it is kept in the curated register.
← Full numbers register — every date-stamped figure in the guide, with revision history.