Top 10% of customers account for 99.5% of AI model-serving spend

Data from Ramp shared by Apollo's chief economist Torsten Slok shows AI spending is highly concentrated: the top 10% of customers account for 99.5% of model-serving costs, while hyperscaler capex estimates were raised by $75 billion in a year.

2026-09-26 ~ 2026-09-28 · 4 related posts

• Apollo: AI Adoption Is Spreading but Spending Is Concentrating — rohanpaul_ai · 2026-09-26
• Top 10% of AI Customers Drive 99.5% of Model-Serving Spend as Hyperscaler Capex Jumps $750B — rohanpaul_ai · 2026-09-26
• Top 10% of customers account for 99.5% of model-serving spend, Ramp data shows — rohanpaul_ai · 2026-09-28
• Ramp Data: Top 10% of Customers Drive 99.5% of Model-Serving Spend — rohanpaul_ai · 2026-09-28