Last updated: June 2026. Part of the Report AI Library. Every figure links to a primary source.
In summary: AI Business & Economics tracks the money behind AI — venture capital and corporate investment, government spending, hyperscaler capex, market forecasts, spending by industry, the fastest-scaling AI-native companies, and the LLM market’s competitive landscape.
Reports in this silo
61% of global VC went to AI in 2025 ($258.7B · OECD). Total VC topped $500B; OpenAI valued at $500B, Anthropic at $183B.
$3.3B US federal AI R&D (NITRD), ¥60.1B China National AI Fund, ¥1.23T Japan METI — with confidence ratings on each.
IDC: AI infrastructure spend >$1T by 2029. PwC: up to $15.7T GDP impact by 2030. WEF: +78M net jobs.
Gartner: $2.52T worldwide AI spend in 2026. Banking is the #1 vertical (>20% of all AI spend); healthcare leads vertical GenAI at $1.5B.
Cursor: $1B → ~$2B ARR, $29.3B valuation. Anthropic: ~$47B run-rate. Revenue-per-employee 5–10× SaaS norms.
Anthropic overtook OpenAI: 40% vs 27% of enterprise LLM API spend (Menlo). ChatGPT still dominates consumer at ~900M WAU.
Other silos
- Enterprise AI Adoption — organizational adoption, use patterns, generative AI, agentic workflows.
- Technical Performance — model benchmarks, test-time compute, infrastructure, safety.
- Workforce & Labor Impacts — jobs, skills premium, algorithmic management.