AI economy hits $229B annualized revenue, up 3.5x in a year
Exponential View (Azeem Azhar) · rss · 2026-09-07
Exponential View estimates the AI economy reached $229 billion annualized revenue by end of August, up 3.5x year-over-year; trailing twelve-month revenue hit $140B, 3.2x August 2025's $44B.
Other signals:
- Snowflake cut its full-year product gross-margin guidance from 75% to 74%, citing lower contribution margins from fast-growing AI workloads; investor Tomasz Tunguz estimates AI is 4-5% of Snowflake's revenue.
- AI-attributed US job cuts fell in August after five months as the top-cited layoff reason, though it still accounts for 22% of this year's cuts.
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