That segment would include innovations in search, advertising, autonomy and physical AI, analysts at Boston-based Bain said.

Consumer-focused services, which includes subscriptions and advertising revenue, is seen to contribute $200 billion to $400 billion

So not $6T of ARR subscription sales, but $6T of "economic enablement". By 2031, the global economy is estimated to add another $40T of economic activity to GDP. So AI needs to account for 15% of that.