📈 Data to start your week
AI revenue update; frontier usage gap; hidden solar; China’s robot dominance++
Hi all,
Here’s our Monday roundup of data signals across AI, energy & markets.
Enjoy!
The state of the AI economy
Every week, we will share the latest updates on the state of the AI economy based on our own latest research and tracking.
Since our report in June, revenues have continued to grow, with this July sitting three times higher year-over-year. The annualized run-rate is now over $210 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
The frontier races ahead. The top 10% of companies using OpenAI’s products use 8.3x more tokens than the typical firm.
Reaching the ceiling. Fable 5 token usage at businesses has been flat, making up only 6% of all their tokens (11% of spend) — businesses appear to have reached their limit on willingness to spend for the best model.
