Exponential View priced real AI demand - $175B, and still 0.42% of GDP
The team modelled 1,000+ firms bottom-up and deduplicated revenue, so the same dollar is not counted again at the app, model and infra layers. 66 pages, free.
- $175B annualized run rate, up from $110B trailing twelve months: 35% QoQ, 3.2x annually
- growing roughly 3x faster than any previous IT wave
- still a rounding error against the economy: 0.42% of US GDP versus 9.4% for the IT sector
- the largest data centers grew 50x in four years
Demand is validated by actual revenue, but the economic footprint is tiny. Big is still small. (PDF, 7.2 MB)
https://intelligence.exponentialview.co/assets/ev-state-of-ai-economy-2026.pdf
📎 Read also:
→ $6T heading into AI infrastructure by 2030
→ Beijing -21.4% on the 2026 startup map
→ $300B Q1 VC, four companies took 65%
The team modelled 1,000+ firms bottom-up and deduplicated revenue, so the same dollar is not counted again at the app, model and infra layers. 66 pages, free.
- $175B annualized run rate, up from $110B trailing twelve months: 35% QoQ, 3.2x annually
- growing roughly 3x faster than any previous IT wave
- still a rounding error against the economy: 0.42% of US GDP versus 9.4% for the IT sector
- the largest data centers grew 50x in four years
Demand is validated by actual revenue, but the economic footprint is tiny. Big is still small. (PDF, 7.2 MB)
https://intelligence.exponentialview.co/assets/ev-state-of-ai-economy-2026.pdf
📎 Read also:
→ $6T heading into AI infrastructure by 2030
→ Beijing -21.4% on the 2026 startup map
→ $300B Q1 VC, four companies took 65%