Anthropic and OpenAI are using economic research and marketing to promote the belief that large language models will lead to massive economic shifts, despite a lack of evidence, according to an analys…
AMD CEO Lisa Su said AI training compute needs have increased 5X annually since 2020, with inference expected to account for 60% of the AI accelerator market in 2025 versus 40% for training, up from a…
Exponential View estimates generative AI demand-side revenue at $110 billion over the past 12 months, with a recent monthly run rate above $175 billion, based on a deduplicated model that counts end-c…
Global AI revenue outside China reached $25 billion in Q1 2026, exceeding $21 billion in depreciation costs for the second consecutive quarter, according to Exponential View. The findings suggest AI i…
The generative AI economy has generated $110 billion in sales over the past 12 months, with an annualized revenue run rate exceeding $175 billion, according to a new bottom-up, deduplicated report fro…
Exponential View's inaugural State of the AI Economy report found that generative AI sales reached $110 billion over the past year, with an annualized run rate exceeding $175 billion. The report, base…
Global AI revenue outside China reached $25 billion in Q1 2026, surpassing the estimated $21 billion in annualized depreciation costs for chips and data centers for the second straight quarter, accord…
Exponential View has reconstructed the AI economy from the bottom up, capturing every real dollar of customer demand without double-counting. The analysis is shared with 160,000+ founders, executives,…