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Fading QuicklySnapshot Window: 2026-08-15 02:20 UTC Β· β Back to Crypto Overview
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In my 30-year investing career, Iβve never seen the market underestimate a growth curve the way itβs underestimating AI token generation. Late last year, Dell put out an estimate that inference would run about one quadrillion tokens a month by the end of 2028. Their current
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AI visual note: A Goldman Sachs Research chart projects AI token use to grow 24x by 2030, reaching approximately 120 quadrillion monthly tokens, with enterprise agents driving the steepest growth curve alongside consumer and non-agent workloads. This visual reinforces the claim that the market is dramatically underestimating AI token generation, as even the more conservative Dell estimate of ~1 quadrillion tokens/month by end of 2028 is dwarfed by Goldman Sachs' 47 quadrillion projection for that same year.