Data Center AI Growth Faces Challenging Bottlenecks

AI is rocketing ahead. It is the biggest industrial revolution of our age. AI adoption is growing, but still most are at early stages of learning. Anthropic, the leading frontier model provider with an annualized revenue run rate (ARR) of ~$47 billion with OpenAI close behind at ~$30 billion (Forbes). Google Gemini revenues aren’t broken out but Google Gemini processes over 3.2 quadrillion tokens per month (Google I/O, May 2026), which is up 7x year over year. Anthropic says it could grow faster