Top 10% of firms capture 99.5% of model-serving spend, AI compute data shows
bendee983 · x · 2026-10-02
Citing KobeissiLetter data: the share of US software-spending businesses using paid GPU infrastructure has risen to a record 10% from under 4% two years ago, with model serving and inference driving most of the growth (up from 2.4% to 8.7%).
- The top 10% of firms by spending account for 99.5% of model-serving spend and 99.0% of neocloud spend
- They also represent 95.7% of cloud computing spending
- The author argues AI now needs compute- and data-efficient innovations to break the concentration of power in a few large labs
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