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.
Use the arrows to move through the deck.
Open full screen ↗
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.
Get the next one first
Join 160,000+ founders, executives and investors who track the AI economy with Exponential View every week.
Subscribe freeFor feedback, contributions, advisory requests and institutional inquiries, please contact aieconomy@exponentialview.co