Investors Assess AI Revenue With Four Signs

The article advises investors to verify AI-driven revenue using four signs: explicit dollar run-rates, a clear split between pure AI and AI-enhanced revenue, customer proof points, and margin impact. It cites examples including Meta’s US$60 billion AI ad run-rate (Reels US$50 billion), Microsoft’s US$13 billion AI business run-rate, GitHub Copilot’s 26 million users, and Google Cloud’s 33% growth and near-24% margin in 2025 Q3.