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AI Industry Research

Briefings for buyers in the AI enablement layer: power, infrastructure, and how the market is moving.

Bar chart of operating margins at Nvidia, Microsoft, Meta, Broadcom, Alphabet, Oracle, Amazon and AMD, with the median AI-focused company below zero

Report · Oct 23, 2026

AI Company Profitability Statistics: 2026 Report

Using SEC 10-K and 10-Q filings for 23 publicly traded AI, Big Tech and chip companies plus reported results at OpenAI, Anthropic and xAI, this report compares net and operating margins, recent quarterly losses and margin trends from 2021 to 2026.

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Bar chart of US district-court cases asserting AI patents by year, with lines for all US patent cases

Report · Oct 22, 2026

AI Patent Litigation Statistics: 2026 Report

This report traces 16,883 US suits over AI patents through 2020, adds published counts for 2021 to 2026, and shares our breakdown of filings, plaintiff types, venues, defendants and PTAB challenges.

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Bar chart of NSF and NIH AI research grants still disrupted or restored in Grant Witness, with grant counts and dollars

Report · Oct 22, 2026

Federal AI Research Grant Statistics: 2026 Report

We pulled FY2024-FY2026 NIH and NSF AI grant data from RePORTER and USAspending, plus Grant Witness disruption records, and share our breakdown of award dollars, obligations, terminations and restorations.

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Stacked bar chart of AI SBIR and STTR award dollars by year and phase, 2015 to 2025

Report · Oct 21, 2026

AI SBIR and STTR Award Statistics: 2026 Report

We matched 8,281 SBIR and STTR awards in the SBIR.gov bulk file for 2015-2025 to AI and machine-learning phrases and share our breakdown of dollars and counts by year, phase, agency and state, with partial 2026 awards.

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Bar chart of US copyright registrations whose Material Excluded field contains the phrase generated by artificial intelligence, by year from 2023 to 2026 year to date

Report · Oct 20, 2026

AI Copyright Registration Statistics: 2026 Report

We searched the US Copyright Office Public Catalog for registrations that exclude AI-generated material and share our breakdown by year, work type, claimant type, and Review Board outcomes.

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Share of S&P 500 companies mentioning AI in 10-K risk factors by filing window, October 2022 to October 2026

Report · Oct 15, 2026

AI Risk Factor Disclosure Statistics: 2026 Report

We analyzed Item 1A risk factor text in 1,890 10-K filings from current S&P 500 companies filed October 2022 to October 12, 2026 and share our breakdown of AI mentions by filing window and sector, specific risks cited, and the companies that mention AI most.

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AI data center debt by borrower in billions of dollars, January 2025 to October 7, 2026, led by CoreWeave and the Meta/Blue Owl Hyperion bond

Report · Oct 14, 2026

AI Data Center Debt Financing Statistics: 2026 Report

We tracked 45 dollar-denominated AI data center debt deals of $500 million or more from January 2025 through October 7, 2026 and share our breakdown of totals by borrower and quarter, rates by instrument type, the full deal table, and hyperscaler bond offerings over the same period.

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Share of US job postings on Indeed mentioning AI, 2019 to September 2026

Report · Oct 13, 2026

AI Job Postings Statistics & Trends: 2026 Report

We tracked the monthly share of US job postings on Indeed that mention AI from 2019 to September 2026, along with AI terms by occupation and in job titles, Lightcast data on AI postings by industry, state and skill, and how the US compares with other countries.

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US exports in four server, computer-part and processor trade codes by year, 2022 to 2025

Report · Oct 13, 2026

AI Chip Export Statistics: 2026 Report

We tracked US export values for four server, computer-part and processor trade codes by destination from 2022 to July 2026, alongside Nvidia and AMD revenue by region, the charges both companies took on China license rules, and a dated timeline of US chip export controls.

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Quarterly capital expenditures for Amazon, Alphabet, Microsoft, Meta and Oracle, 2023 to 2026

Report · Oct 13, 2026

Hyperscaler AI Capex Statistics: 2026 Report

We tracked quarterly capital spending by Microsoft, Alphabet, Amazon, Meta and Oracle from early 2023 through mid-2026, with year-over-year growth, capex as a share of revenue and operating cash flow, spending including finance leases, and each company's 2026 guidance.

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Generative AI copyright lawsuits filed in US federal courts per year, 2022 to October 2026

Report · Oct 13, 2026

AI Copyright Lawsuit Statistics: 2026 Report

We tracked 127 generative AI copyright lawsuits filed in US federal courts from November 2022 to October 8, 2026, broken down by plaintiff, AI defendant, court, status and outcome, with the terms of the Bartz v. Anthropic settlement.

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Quarterly federal lobbying spending by Anthropic, OpenAI, Nvidia and Scale AI, 2023 to 2026

Report · Oct 13, 2026

AI Lobbying Statistics: 2026 Report

We tracked 160 federal lobbying reports filed for OpenAI, Anthropic, Nvidia, Scale AI and eight other AI and Big Tech companies from 2023 to mid-2026, broken down by company and quarter, AI firms versus Big Tech, and the issues each one lobbied on.

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First-day returns and returns since listing for AI IPOs, led by Astera Labs up 961.8% from its IPO price

Report · Oct 13, 2026

AI IPO Statistics: 2026 Report

Twelve AI companies that went public in the US from January 2024 to October 2026 in offerings of $100 million or more, from Astera Labs and CoreWeave to Cerebras and SpaceX, with IPO pricing against the first price range, first-day returns and returns since listing.

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AI deals announced per quarter by deal type, 2023 to 2026, peaking at 12 deals in the second quarter of 2026

Report · Oct 12, 2026

AI Industry Acquisitions & Deal Market: October 2026

We tracked 77 AI acquisitions, acqui-hires and license-and-hire deals from January 2023 to October 7, 2026 and share our breakdown of deals and known value by quarter, the largest deals, the most active buyers and regulatory reviews.

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Water withdrawal in megaliters by company, latest reported year, from Google data centers at 51,338 to Meta data centers at 4,145

Report · Oct 10, 2026

AI Data Center Water Usage Statistics: 2026 Report

We collected the latest water reports from Google, Microsoft, Meta, Amazon Web Services, Equinix and Digital Realty and share our breakdown of water withdrawal, consumption, water usage effectiveness and use in water-stressed areas.

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Share of respondents deploying AI agents or beyond by sector, from technology, media and telco at 66% to financial services at 50%

Report · Oct 9, 2026

Agentic AI Adoption Rate, by Industry: 2026 Report

We compared five McKinsey, KPMG and Deloitte surveys fielded June 2025 to June 2026 and share our breakdown of AI agent deployment by sector, agentic AI use today and in two years, and agent scaling by business function.

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Days from deprecation notice to shutdown for each AI model at OpenAI, Amazon Bedrock, Mistral and Anthropic, with medians

Report · Oct 8, 2026

AI Model Deprecation Statistics: 2026 Report

We tracked 283 AI model shutdowns on the deprecation pages of OpenAI, Anthropic, Google, Mistral and Amazon Bedrock and share our breakdown of notice periods by vendor and year, model lifespans, and retirements per year.

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Median total LLM fine-tuning project cost split into compute and everything else, by method and model size

Report · Oct 7, 2026

LLM Fine-Tuning Cost Statistics: 2026 Report

We followed 527 LLM fine-tuning projects at 143 organizations in 2026 and share our breakdown of costs by method and model size, where budgets go, dataset size, and accuracy gained per dollar.

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AI training data licensing deals signed per quarter and cumulative total, Q1 2023 to Q3 2026

Report · Oct 6, 2026

AI Training Data Licensing Deal Statistics: 2026 Report

We cataloged 312 AI training data licensing deals signed from January 2023 to September 2026 and share our breakdown of deal counts and values by licensor type, quarter, and buyer, plus payment structures and per-unit prices.

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Share of new AI capacity designed for liquid cooling versus the installed base, by quarter

Report · Oct 5, 2026

AI Data Center Liquid Cooling Adoption Statistics: 2026 Report

We surveyed 236 data center operators about 1,184 facilities and share our breakdown of liquid cooling adoption by operator type, quarter, and rack density, plus cost, water use, and barriers to adoption.

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Row of headshots of founders from the October 2026 hottest AI startups list

List · Oct 2026

The Hottest AI Startups: October 2026

We tracked AI funding announcements, partnerships, and launches from September 1 to October 3, 2026, and share our breakdown of the round, the backers, and why each of the twelve companies is on the list.

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Row of headshots of investors on the October 2026 AI investor hot list

List · Oct 2026

The AI Investor Hot List: October 2026

We followed AI exits, lead checks, and new funds over those same five weeks, and share our breakdown of the timely mark, the bet, and why each of the ten investors is on the list.

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Median AI compute spend as a percentage of revenue by company type

Report · Oct 2, 2026

AI Compute Spend as a Percentage of Revenue Statistics: 2026 Report

We collected compute and revenue data from 318 companies through September 2026 and share our breakdown of compute spend as a share of revenue by company type, ARR stage, quarter, destination, and growth rate.

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List price vs real cost indexes over time

Report · Oct 1, 2026

AI Token Usage Cost by Model: OpenAI vs. Anthropic vs. Google

Eleven models, list price vs measured cost per completed task: content writing cost per 1,000 words, six mid-market workload budgets, and hidden tokens that add 70% to list-price estimates.

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Lineup of AI Founders to Watch headshots

Index · Sep 2026

AI Founders to Watch Index

A ranked watchlist of 50 AI company founders, with profiles and category browse for buyers tracking who is shaping the enablement layer.

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Open vs closed LLM token mix and Chinese-origin restriction

Report · Sep 24, 2026

Open-Weight Model Adoption Statistics: 2026 Report

We surveyed 640 organizations and found 46% running open-weight models in production, and share our breakdown of adoption by company size, industry, use case, and deployment method.

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Enterprise vs frontier lab GPU utilization grids

Report · Sep 23, 2026

GPU Utilization Rate Statistics: 2026 Report

We analyzed scheduler and device telemetry from 240 organizations running 342,000 accelerators and share our breakdown of utilization by organization type, workload, and idle-cost drivers.

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Report · Sep 22, 2026

AI Agent Pricing Statistics: 2026 Report

We tracked 420 agents across five quarters, surveyed 600 enterprise buyers, and share our breakdown of pricing model share, preference gaps, and margin by model.

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Report · Sep 21, 2026

AI Startup Gross Margin Statistics: 2026 Report

Across 168 venture-backed AI startups and surveys of 57 investors, we break down gross margins by category, ARR stage, and quarter against a 77% SaaS benchmark.

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Report · Sep 20, 2026

AI Implementation Failure Rate Statistics: 2026 Report

This report followed 1,806 enterprise AI initiatives from first funding to current status and shares our breakdown of failure rates by definition, plus what separated projects that reached production from those that did not.

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Report · Sep 19, 2026

AI Talent Shortage Statistics: 2026 Report

This report draws on 96 employer interviews and open roles across seven AI job families and shares our breakdown of demand, time to fill, and pay by role.

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Report · Sep 18, 2026

Synthetic Data Statistics: 2026 Report

We surveyed 412 organizations and tracked 1,140 training runs, then share our breakdown of synthetic adoption by use case, cost versus labeling, and training-mix results.

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Report · Sep 17, 2026

Neocloud Market Statistics: 2026 Report

We tracked 23 specialist GPU providers through filings and power contracts and share our breakdown of revenue, contracted power, growth, and share of AI cloud spend.

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Report · Sep 16, 2026

AI Inference Cost Statistics: September 2026

We priced 164 commercially available models on published input, output, cached, and batch rates and share our breakdown of inference cost by tier, workload, and discount path.

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Report · Aug 29, 2026

GPU Cloud Pricing Statistics: September 2026

We collected 4,180 GPU-hour prices across 61 providers and share our breakdown of channel premiums, own-versus-rent break-evens, and H100 history.

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Report · Sep 1, 2026

AI Token Pricing Comparison: September 2026

We ran a 240-task suite across four frontier models and share our breakdown of session cost when published rates are adjusted for real token burn.

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Cost of 100 million embedding tokens by provider chart

Report · Sep 9, 2026

Text Embedding API Pricing Statistics: September 2026

At one shared volume, the pricing covers eight text embedding models from four providers. The cost runs from $2 to $20 per 100 million billed tokens, and the page includes the source prices and the data download.

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Monthly cost of six coding assistant plans for 25 seats chart

Report · Sep 9, 2026

AI Coding Assistant Pricing Statistics: September 2026

The pricing covers six business coding assistant plans at 10, 25 and 100 seats. Base subscription fees at 25 seats are $475 to $1,000 a month, before usage charges.

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AI datacenter power curve: rack density, US GW demand, and peak share

Report · Sep 14, 2026

AI Datacenter Power Curve Statistics: 2026 Report

This report maps AI rack density against facility and grid demand and shares our breakdown of the power curve from rack to grid.

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