AI data

Demand

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

Usage

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

Investment

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

Adoption

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

Developer Adoption

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

Model Usage

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

Research Output

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