Private investment in the US has grown from 100 billion in 2024 to almost 300 billion USD in 2025 [0]. Add public investments worldwide and private investments in at least China and Europe.

I'm pretty sure money is not going to be the blocker.

[0] https://hai.stanford.edu/ai-index/2026-ai-index-report

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The money will go to LLMs.

Why not both? You don’t need 1trillion allocated before you have a proof of concept to demonstrate your non-LLM model, and once you have a PoC you will definitely have the larger investors interested

You will need 100s of billions to make a viable POC.

You only need to train a range of small models in order to establish a plausible scaling law, IMO.

For a PoC? That sounds very unlikely. I think you’re off by at least 2–3 orders of magnitude

Let's wait 10 years and see.

In 10 years the world will not be the same.