Running NeuPortal keeps my days close to AI and to markets. So when someone asks if AI is "worth putting money into," they get the straight answer, not a sales pitch.

Begin with the one figure not in dispute. Nothing is priced higher than Nvidia, at roughly 5.4 trillion dollars, and the slice of it selling data-centre silicon expanded by north of ninety percent versus a year before. Chips shipped, buyers paid: demand an auditor can confirm. Beneath it sit Alphabet near 4 trillion, then Microsoft in the mid-3-trillion band, Amazon by the 3 trillion mark, Meta around 1.5 trillion. Of that group, only Nvidia reports a distinct AI-revenue line; the rest ask for your faith.

Now the figure nobody wants on the wall. A Sequoia partner named it "AI's 600 billion dollar question": the yearly shortfall separating what the sector pours into AI build-out from what AI actually hands back. Big cloud operators are set to funnel roughly 700-to-900 billion dollars into capital spending in 2026, with 2027 projected to clear a trillion. Against that, a much-quoted study placed company AI initiatives with no detectable profit effect near 95 percent; a 2026 poll of chief executives found close to 56 percent reporting neither added revenue nor reduced costs. The outlay is certain. The payback is not.

People in crypto keep one habit worth copying: don't trust, verify. OpenAI's early-2026 round put it near 852 billion; Anthropic went past that in May at roughly 965 billion. SpaceX picked up the coding startup Cursor for something close to 60 billion, all of it in stock - no purchase of a startup has ever been larger - after already swallowing xAI. Huge headline numbers, yet the private labs' run-rates are self-declared and disputed; OpenAI openly challenged a rival's figures on a gross-versus-net basis. For ordinary buyers the only way in is usually a wrapper product piled with premiums, lock-ups and pricing too murky to see through - a story you cannot audit.

Even the cautious route is narrower than it looks. Those seven giants - the Magnificent Seven - together account for over thirty percent of that benchmark, versus roughly 12 percent eight years back. A basic index fund already hands you a concentrated position in AI, chosen or not.

History plays the sober friend. The internet was genuine and reshaped the world, yet Cisco still dropped over 80 percent after the 2000 top and spent close to fifteen years climbing back. A world-changing technology and a sensible price to pay for it are not the same question.

What will these companies be worth in 2035? No one can say, and anyone naming a hard figure is guessing. Market projections diverge wildly by construction, from a few hundred billion up to totals that gauge GDP effects rather than any single company's sales. Treat every 2035 number as one possible path, never a prediction.

That is why we put our own results in the open at neuportal.ai/experiment. No calls, no tips, only a checkable log you can go through yourself. Across AI and crypto alike, one rule holds: a claim you can confirm beats a claim handed to you on faith.

neuportal.ai/experiment

Educational content only - not financial advice.

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