An Exponential View Report · June 2026
The State of the AI Economy
For the first time, we've reconstructed the AI economy from the bottom up, capturing every real dollar of customer demand, no double-counting.
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The top line
- The AI economy is bigger and faster than any technology wave before it, yet still small enough to be early.
- It's (just) covering the infrastructure bill.
- What happens next depends on how fast demand grows as prices fall and how much real intelligence each token delivers.
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