I was watching a video where the speaker said the current A.I. capex requires $2 trillion of revenue to break even. However the whole advertising TAM is $1 trillion. Maybe there's another way to monetize it.
Of course there's another way to monetize it: convince large companies that they can replace significant fractions of their workforce with it and charge them tons of money for the chance.
https://www.youtube.com/watch?v=u4XoK7PbeCY