Agentic AI is the real threat to white collar jobs. It’ll spell more trouble for Indian middle class

New Delhi: Hyperscalers—Alphabet, Anthropic, Apple, Amazon, Microsoft, etc.—have invested exponentially in capex to scale their AI capabilities.

We know this because it gets reflected in AI providers’ exponential rise in revenues.Anthropic alone is now generating $30 billion of revenues from selling AI to enterprises, up 30x in a space of 15 months.

Since most of its revenues are through enterprise solution that Anthropic offers, this reflects the massive surge in capex of hyperscalers.Infographic: Shruti Naithani/ThePrint

Infographic: Shruti Naithani/ThePrint

So far, most of the revenues earned by hyperscalers has come from selling AI which augments human workers, as opposed to selling Agentic AI which can replace human workers. We know this because Anthropic itself publishes fairly comprehensive data on this.Infographic: Shruti Naithani/ThePrint