Economics Of AI

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China Leads AI Patents

Since 2017, China has led the US in AI patents granted by first filing country. In 2019, before incomplete data begins, China led the US 27,018 to 13,804.

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Explore unbiased, data-driven AI insights across the five-layer stack: applications, models, infrastructure, chips, and energy.

Cloud Services

Cloud-Weighted Revenue Rises

In Q1 2026, cloud made up 41.84% of Microsoft revenue, 20.71% of Amazon's, and 18.22% of Alphabet's. All three have become more cloud-weighted YoY.

23 Jun, 2026

Ravinder Deol

Cloud Services

Cloud Revenue Rises To $92B

In Q1 2026, combined cloud revenue at Amazon, Microsoft, and Alphabet hit $92.3B. The Big Three added $24B in revenue year-over-year – or 35%.

22 Jun, 2026

Ravinder Deol

AI Research

China Leads AI Patents

Since 2017, China has led the US in AI patents granted by first filing country. In 2019, before incomplete data begins, China led the US 27,018 to 13,804.

19 Jun, 2026

Ravinder Deol

AI Research

The Most-Cited AI Research

US and China affiliated researchers appear on 52% of top-100 cited AI research publications in the top ten countries. The US leads China by 46%.

18 Jun, 2026

Ravinder Deol