Exponential View report finds the generative AI economy generated $110 billion in sales over the past year · Digg

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Exponential View report finds the generative AI economy generated $110 billion in sales over the past year

Story Overview

A new bottom-up analysis from Exponential View tallies deduplicated end-customer spend on generative AI tools and infrastructure at $110 billion for the past twelve months, pushing the current annualized run rate above $175 billion and positioning the sector as growing roughly three times faster than the mobile or internet waves.

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Original post

Florian Brand@xeophon#1778inTech

Azeem and the @ExponentialView team did an insane deep dive about the ai economy and made it freely available, you should definitely check it out 👀

Azeem Azhar@azeem

The GenAI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion.

These numbers took us several months to construct, and as far as we know, it’s the first bottom-up, deduplicated measure of consumer and enterprise AI spending across the full stack.

We are releasing this research today in our first The State of the AI Economy report.

https://intelligence.exponentialview.co/

5:09 AM · Jun 25, 2026 · 1.4K Views

Industry Shift

Spending outpaces classic tech buildouts

The modeled figures highlight how quickly real revenue is scaling, yet they rest on triangulated public statements, leaks, and internal P&L estimates rather than audited filings.

Open Question

Key slices remain outside the tally

Internal efficiency gains, professional services, and all China activity are explicitly left out of version one, so the reported totals capture only a defined slice of total AI-driven value.

Sentiment

Sentiment building, check back later.

Cluster Engagement

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Related links

The State of the AI Economy — Exponential View

EXPONENTIALVIEW.COVia

🔮 The state of the AI economy

Posts from X

Most Activity

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Andrew Curran@AndrewCurran_

Great report with a lot of interesting data, Bloomberg wrote a story on it this morning. This chart compares Gen AI to the Cloud, Mobile Apps, and the Internet. Way more in the thread.

Azeem Azhar@azeem

The GenAI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion.

These numbers took us several months to construct, and as far as we know, it’s the first bottom-up, deduplicated measure of consumer and enterprise AI spending across the full stack.

We are releasing this research today in our first The State of the AI Economy report.

https://intelligence.exponentialview.co/

28m2.7K309

REPLIES2

Matt Clifford@matthewclifford

This is a hugely impressive piece of work from @azeem & co on the AI economy. Highly recommended.

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rohit@krishnanrohit

This is really really cool. How the AI economy is actually composed. Excellent work, highly recommended!

Azeem Azhar@azeem

The GenAI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion.

These numbers took us several months to construct, and as far as we know, it’s the first bottom-up, deduplicated measure of consumer and enterprise AI spending across the full stack.

We are releasing this research today in our first The State of the AI Economy report.

https://intelligence.exponentialview.co/

1h59742

Matt Clifford@matthewclifford

Full piece here: https://www.exponentialview.co/p/the-state-of-the-ai-economy

Matt Clifford@matthewclifford

This is a hugely impressive piece of work from @azeem & co on the AI economy. Highly recommended.

31m36201

Andrew Curran@AndrewCurran_

@darkfore8h I said at the start of this year that this is the last normal year.

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Artur@darkfore8h

@AndrewCurran_ Anyway, do you think that this is the last 'normal' summer ?

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Artur@darkfore8h

@AndrewCurran_ Ok. Let's hope You are right !

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Finance Forecaster@SilkRdMoney

@matthewclifford @azeem The deduplication matters. Most AI revenue estimates count the same dollar three times - chip to cloud to enterprise. If they've actually split that out, the numbers become usable for allocation work.

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