Top AI spenders put over a third of budgets into raw GPU compute

Ramp AI Index data shows the top 1% of AI-spending companies now direct over a third of their budgets to raw GPU compute rather than LLM subscriptions, a chart Air Street Capital's Nathan Benaich had long anticipated.

2026-10-24 ~ 2026-10-26 · 2 related posts

• Over a third of AI spend by top 1% of firms already goes to compute — nathanbenaich · 2026-10-24
• Top 1% of AI spenders direct over a third of AI budgets to raw GPU compute, Ramp data shows — rohanpaul_ai · 2026-10-26