AI 经济年化收入达 2290 亿美元，一年增长 3.5 倍
📈 AI revenue hit $229 billion
Exponential View 估算，截至 8 月底 AI 经济年化收入达 2290 亿美元，一年增长 3.5 倍；过去十二个月收入 1400 亿美元，是去年 8 月 440 亿美元的 3.2 倍。Snowflake 将全年产品毛利率指引从 75% 下调至 74%，称快速增长的 AI 负载“目前贡献利润率较低”。8 月将裁员归因于 AI 的美国岗位减少，但仍占全年裁员原因的 22%。
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Here’s our Monday roundup of data signals across AI, energy & markets.
Enjoy!
Every week, we share the latest updates on the State of the AI Economy based on our proprietary research.
Our revenue estimate for the AI economy reached $229 billion annualized by the end of August – up 3.5x in one year. Growth is going strong. Trailing twelve-month revenue reached $140 billion last month, 3.2x the August 2025 value of $44 billion.
See our State of the AI Economy 2026 report for more.
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AI dents margins. Snowflake cut its full-year product gross-margin guidance from 75% to 74% , saying that fast-growing AI workloads “carry a lower contribution margin today”. Investor Tomasz Tunguz estimates that AI accounts for ~4-5% of Snowflake's revenue today.
AI gets off the hook. AI-attributed US job cuts fell in August , ending a five-month run as the most-cited reason for layoffs — though it still accounts for 22% of the year’s cuts.