If I'm mistaken, then the article states that the investment is $1T annualized when taking software development costs into account [1] if the labs don't all suddenly decide to stop development.

That would mean earnings of ~ $1.1T would be required on that investment annually, so maybe on $2T of revenue, capturing 2% of the global GDP - so I'd estimate that GDP would need to go up more like 5-10% to justify this.

[1] https://substackcdn.com/image/fetch/$s_!Gf2t!,f_auto,q_auto:...