Hi,
Here’s our Monday roundup of data signals across AI, energy & markets.
Enjoy!
The state of the AI Economy
Every week, we share the latest updates on the State of the AI Economy based on our proprietary research.
Our revenue estimate for the AI economy reached $229 billion annualized by the end of August – up 3.5x in one year. Growth is going strong. Trailing twelve-month revenue reached $140 billion last month, 3.2x the August 2025 value of $44 billion.
See our State of the AI Economy 2026 report for more.
📧 For advisory requests and institutional inquiries, please contact aieconomy@exponentialview.co
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Monday signals
AI dents margins. Snowflake cut its full-year product gross-margin guidance from 75% to 74%, saying that fast-growing AI workloads “carry a lower contribution margin today”. Investor Tomasz Tunguz estimates that AI accounts for ~4-5% of Snowflake's revenue today.
AI gets off the hook. AI-attributed US job cuts fell in August, ending a five-month run as the most-cited reason for layoffs — though it still accounts for 22% of the year’s cuts.
