Industry intelligence

AI Industry Data

Supply

Critical commodities, semiconductor capacity, accelerators, memory, and compute infrastructure.

Commercial Electricity Prices in Major Data-Center-Growth States vs. the U.S.

Commercial Electricity Prices in Major Data-Center-Growth States vs. the U.S.

  • United States
  • Virginia
  • Texas
  • North Dakota
  • Arizona
  • Utah
SOURCE: U.S. Energy Information Administration, Form EIA-861M

Largest Known Operational GPU Cluster Over Time

Largest Known Operational GPU Cluster Over Time

SOURCE: Epoch AI GPU Clusters Dataset

NVIDIA Quarterly Inventory

NVIDIA Quarterly Inventory

SOURCE: NVIDIA Forms 10-Q and 10-K filed with the SEC

Estimated AI Compute Shipped by Chip Designer

Estimated AI Compute Shipped by Chip Designer

  • AMD
  • Amazon
  • Cambricon
  • Google
  • Huawei
  • Nvidia
SOURCE: Epoch AI

NVIDIA Purchase and Supply Commitments

NVIDIA Purchase and Supply Commitments

SOURCE: NVIDIA Forms 10-Q and 10-K filed with the SEC

Known Large AI Data Centers: Operational IT Power

Known Large AI Data Centers: Operational IT Power

SOURCE: Epoch AI Data Centers Hub

AMD Data Center Revenue

AMD Data Center Revenue

SOURCE: The Latent

Broadcom AI Semiconductor Revenue

Broadcom AI Semiconductor Revenue

SOURCE: The Latent

CoreWeave Quarterly Revenue

CoreWeave Quarterly Revenue

SOURCE: CoreWeave SEC filings

Micron Quarterly Revenue by Memory Technology

Micron Quarterly Revenue by Memory Technology

  • DRAM
  • NAND
  • Other (primarily NOR)
SOURCE: Micron Forms 10-Q and 10-K filed with the SEC

Nebius Group Quarterly Revenue

Nebius Group Quarterly Revenue

SOURCE: Nebius Group filings furnished to or filed with the SEC

NVIDIA Data Center Revenue

NVIDIA Data Center Revenue

SOURCE: The Latent

NVIDIA Quarterly Gross Margin

NVIDIA Quarterly Gross Margin

SOURCE: NVIDIA filings and investor releases

SK hynix Quarterly Revenue

SK hynix Quarterly Revenue

SOURCE: SK hynix quarterly financial-results releases

TSMC Quarterly HPC Revenue

TSMC Quarterly HPC Revenue

SOURCE: The Latent

TSMC Monthly Revenue

TSMC Monthly Revenue

SOURCE: TSMC monthly revenue reports

Capability

Model, system, throughput, efficiency, context, and agentic benchmark progress.

AI Benchmark Saturation Curves

AI Benchmark Saturation Curves

  • GPQA Diamond
  • MATH Level 5
  • OTIS Mock AIME 2024–2025
  • SWE-bench Verified (Epoch v2)
SOURCE: Epoch AI Benchmarking Hub

METR AI Task-Completion Time Horizons

METR AI Task-Completion Time Horizons

  • TH1.1 50% horizon estimate
  • TH1.1 95% CI lower
  • TH1.1 95% CI upper (16h cap)
  • TH1 50% horizon estimate
  • TH1 95% CI lower
  • TH1 95% CI upper (16h cap)
SOURCE: METR eval-analysis-public

MLPerf Inference Best-System Throughput

MLPerf Inference Best-System Throughput

SOURCE: MLCommons MLPerf Inference results

Largest Documented Training Compute by Release Year: China vs. U.S.

Largest Documented Training Compute by Release Year: China vs. U.S.

  • China — annual documented maximum
  • U.S. — annual documented maximum
SOURCE: Epoch AI Models Dataset

Frontier Model Training Compute

Frontier Model Training Compute

SOURCE: Epoch AI — Data on AI Models

Maximum API Model Context Window Over Time

Maximum API Model Context Window Over Time

SOURCE: Official provider announcements and documentation, with Wayback corroboration

Open-Weight Share of Frontier Model Releases

Open-Weight Share of Frontier Model Releases

SOURCE: Epoch AI Models dataset

Frontier Model API Lifespan by Release Date

Frontier Model API Lifespan by Release Date

  • OpenAI
  • Anthropic
  • Google
SOURCE: Official OpenAI, Anthropic, and Google launch and model-lifecycle pages

Frontier Model Releases per Month by Lab

Frontier Model Releases per Month by Lab

  • OpenAI
  • Google
  • Anthropic
  • xAI
  • Meta AI
  • NVIDIA
  • Z.ai
  • Other
SOURCE: Epoch AI — Frontier AI Models

Pricing

The changing cost of accessing AI capability, from API tokens to compute.

API Input List Price by Capability Tier and Vendor

API Input List Price by Capability Tier and Vendor

  • OpenAI flagship
  • Anthropic flagship
  • OpenAI economy
  • Anthropic economy
SOURCE: OpenAI and Anthropic official pricing and release pages; Internet Archive

Minimum API Price at ECI ≥125

Minimum API Price at ECI ≥125

SOURCE: Epoch AI

PJM Base Residual Auction Clearing Price

PJM Base Residual Auction Clearing Price

SOURCE: PJM Reliability Pricing Model auction results

Demand

Token consumption, hyperscaler investment, cloud AI revenue, and market adoption.

AI Chat Search Interest

AI Chat Search Interest

  • ChatGPT
  • Claude
  • Gemini
  • DeepSeek
  • Perplexity
  • Grok
  • Kimi
  • Qwen
SOURCE: Google Trends via The Latent

AI Chat Traffic by Site

AI Chat Traffic by Site

  • ChatGPT
  • Gemini
  • Character
  • DeepSeek
  • Claude
  • Perplexity
  • Grok
  • Copilot
  • Doubao
  • Kimi
  • Poe
  • Qwen
  • Meta AI
  • Yuanbao
  • Manus
  • Genspark
  • GLM
  • Le Chat
SOURCE: SimilarWeb via The Latent

Virginia Commercial Electricity Sales

Virginia Commercial Electricity Sales

SOURCE: U.S. Energy Information Administration, EIA-861M

Hyperscaler Cloud Segment Revenue Growth (YoY)

Hyperscaler Cloud Segment Revenue Growth (YoY)

  • Amazon AWS segment
  • Alphabet Google Cloud segment
  • Microsoft Intelligent Cloud segment (not Azure)
SOURCE: Amazon and Microsoft earnings releases; Alphabet SEC filings

Total Capex of Four AI-Exposed Platforms vs. Selected Data-Center Supplier Revenue

Total Capex of Four AI-Exposed Platforms vs. Selected Data-Center Supplier Revenue

  • Total capex: Microsoft + Alphabet + Meta + Amazon
  • Data-center revenue: NVIDIA + AMD
SOURCE: SEC filings and SEC-filed earnings exhibits

Hyperscaler Capex as a Percent of Operating Cash Flow

Hyperscaler Capex as a Percent of Operating Cash Flow

  • Microsoft
  • Alphabet
  • Amazon
  • Meta
SOURCE: Microsoft, Alphabet, Amazon and Meta SEC filings

Hyperscaler Commercial Backlog Growth (YoY)

Hyperscaler Commercial Backlog Growth (YoY)

  • Microsoft commercial RPO (all commercial)
  • Alphabet revenue backlog (primarily Google Cloud)
  • Amazon long-term RPO (primarily AWS)
SOURCE: Microsoft investor relations; Alphabet and Amazon SEC filings

Hyperscaler Total Company Capex by Quarter

Hyperscaler Total Company Capex by Quarter

  • Microsoft
  • Alphabet
  • Amazon
  • Meta
SOURCE: Company SEC filings and SEC-filed earnings exhibits

U.S. Business AI Use by Employment Size

U.S. Business AI Use by Employment Size

  • 1–4 employees
  • 20–49 employees
  • 100–249 employees
  • 250+ employees
SOURCE: U.S. Census Bureau Business Trends and Outlook Survey

U.S. Business AI Use by Industry

U.S. Business AI Use by Industry

  • Information (NAICS 51)
  • Finance and Insurance (NAICS 52)
  • Professional, Scientific, and Technical Services (NAICS 54)
  • Educational Services (NAICS 61)
  • Manufacturing (NAICS 31–33)
  • Retail Trade (NAICS 44–45)
SOURCE: U.S. Census Bureau Business Trends and Outlook Survey

U.S. Business AI Use

U.S. Business AI Use

  • Used AI to produce goods or services (original wording)
  • Used AI in any business function (revised wording)
SOURCE: U.S. Census Bureau Business Trends and Outlook Survey

Indeed AI Job Postings Share

Indeed AI Job Postings Share

  • Australia
  • Canada
  • Germany
  • France
  • United Kingdom
  • Ireland
  • Italy
  • Netherlands
  • United States
SOURCE: Indeed Hiring Lab AI Tracker

Monthly npm Downloads of Official AI SDKs

Monthly npm Downloads of Official AI SDKs

  • OpenAI (openai)
  • Anthropic (@anthropic-ai/sdk)
  • Google Gen AI (@google/genai)
SOURCE: npm Downloads API

Stack Overflow AI-Related Question Volume by Quarter

Stack Overflow AI-Related Question Volume by Quarter

SOURCE: Stack Exchange API (Stack Overflow questions)

Monthly PyPI Downloads of Major AI Python SDKs

Monthly PyPI Downloads of Major AI Python SDKs

  • openai
  • anthropic
  • google-genai
  • google-generativeai (legacy)
SOURCE: PyPI public BigQuery dataset

OpenRouter Model Author Token Share

OpenRouter Model Author Token Share

  • Google
  • Anthropic
  • DeepSeek
  • OpenAI
  • xAI
  • MiniMax
  • Xiaomi
  • Alibaba / Qwen
  • Z.ai
  • Tencent
  • Other
SOURCE: OpenRouter Data API

OpenRouter Weekly Token Volume

OpenRouter Weekly Token Volume

SOURCE: OpenRouter (openrouter.ai/rankings), as of 2026-09-01T10:16:37.803Z

Leading OpenRouter Apps by Monthly Token Rank

Leading OpenRouter Apps by Monthly Token Rank

  • Hermes Agent
  • Kilo Code
  • Claude Code
  • OpenClaw
  • Cline
  • pi
SOURCE: OpenRouter Data API, as of 2026-09-01T10:18:56.848Z

7-Day Average of OpenRouter Daily Top-Three Token Share — Models Can Change Daily

7-Day Average of OpenRouter Daily Top-Three Token Share — Models Can Change Daily

SOURCE: OpenRouter Data API

arXiv AI and Machine Learning Monthly Submissions

arXiv AI and Machine Learning Monthly Submissions

  • Artificial Intelligence (cs.AI)
  • Machine Learning (cs.LG)
SOURCE: arXiv category archive

Revenue

Revenue earned by AI labs, cloud providers, and other companies selling AI-enabled services.

Anthropic Quarterly Revenue

Anthropic Quarterly Revenue

SOURCE: The Latent

OpenAI vs. Anthropic Revenue Run Rate

OpenAI vs. Anthropic Revenue Run Rate

  • OpenAI
  • Anthropic
SOURCE: The Latent

OpenAI Quarterly Revenue

OpenAI Quarterly Revenue

SOURCE: The Latent

Revenue per Employee, AI-Exposed Public Companies

Revenue per Employee, AI-Exposed Public Companies

  • NVIDIA
  • Microsoft
  • Alphabet
  • Meta
SOURCE: SEC company filings

Markets

Market performance and valuation signals for companies exposed to AI infrastructure and adoption.

Fixed AI Infrastructure Basket vs. SPY Adjusted Close

Fixed AI Infrastructure Basket vs. SPY Adjusted Close

  • Fixed AI infrastructure basket
  • SPY adjusted-close proxy
SOURCE: Yahoo Finance chart API, provider-adjusted daily closes

Web Ecosystem

How AI crawlers and agents interact with publishers and the open web.

AI Crawler Blocking in Top Websites

AI Crawler Blocking in Top Websites

  • GPTBot
  • ClaudeBot
  • CCBot
  • PerplexityBot
  • Google-Extended
  • Bytespider
  • Observed cohort coverage
SOURCE: Internet Archive Wayback CDX and fixed Tranco 46W9X cohort

AI Crawler Traffic Share by Operator

AI Crawler Traffic Share by Operator

  • Meta
  • Anthropic
  • OpenAI
  • Amazon
  • Huawei
  • Google
  • Other
SOURCE: Cloudflare Radar Bots API