Over a third of AI spend by top 1% of firms already goes to compute
nathanbenaich · x · 2026-10-24
Nathan Benaich of Air Street Capital shared a chart he'd been waiting for: more than a third of AI spend by the top 1% of firms already goes to compute. Original poster arakharazian noted the data is open to interpretation, hinting that enterprise AI budgets are tilting notably toward infrastructure.
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