AI needs $6tn in annual revenue to justify data centre boom, Bain says | The National
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Just to add a soupcon of detail: both Codex (OpenAI) and Claude Code (Anthropic) have had significant price increases this year. Eg:

The goal (clearly) has always been B2B sales… with consumer tiers slowly being tightened or transitioned. At the moment, OpenAI is stupidly, unsustainably generous with their $20/month tier (which includes separate pools for chat and Codex). As we've seen with Anthropic, that will slowly winnow down to the point of non-utility.
IOW, the plan is proceeding as "intended". See: Airbnb, Uber, etc.