What Is Holding Back AI Scaling Today?
ARK Invest·2026-04-22 14:00

And I think the the Instacart example I gave is actually a good one because that is revenue that wouldn't have existed. So that's new revenue created. Um where we're seeing it across public companies for example um there's a huge increase in demand for compute.We saw that through the chip companies. Uh all of the clouds uh AWS, Azure, GCP uh have seen accelerating revenues throughout the last few years. Uh GCP is growing the fastest.48% year-on-year growth for a $70 billion business is is a lot of new reven ...

What Is Holding Back AI Scaling Today? - Reportify