Bankless · Friday, August 28, 2026
The immense capital demands of the AI trade are a growing concern, with projections suggesting trillions needed by 2030. While some see this as a potential capital shortage, others, like Hasib Qureshi, believe the AI sector's growth will be exponential and potentially lead to an expansion of the money supply, mirroring early crypto dynamics.
“Dylan said, by 2030, we may need as much as $11 trillion in AI capex. So he said $1 trillion this year, $2 trillion in 2028, and then trillions by the end of the decade.”
“So my answer is that I think that is what is going to happen over the next 10, 15 years. That's where the money is going to come from. I think I broadly agree with you.”
“And that growth rate is almost in a way a handoff. We are handing off the work of growing the future from human labor to AI labor.”