Economics Of AI

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

Business Applications Breakout

In May 2026, business applications hit 523,971 - up 17% YoY. High-propensity applications hit 146,555 - up 4% YoY, lagging the broader breakout.

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

AI Economic Signals

Business Applications Breakout

In May 2026, business applications hit 523,971 - up 17% YoY. High-propensity applications hit 146,555 - up 4% YoY, lagging the broader breakout.

8 Jul, 2026

Ravinder Deol

AI Economic Signals

US Productivity Growth Picked Up

In Q1 2026, US productivity growth reached 2.8% year-over-year. After the pandemic-era swing, it turned positive in Q1 2023 and has stayed positive.

7 Jul, 2026

Ravinder Deol

AI Economic Signals

CS Enrollment Dropped In 2025

In fall 2025, undergraduate Computer Science enrollment dropped to 206,442 – down 11% from 2024. But enrollment remains 20% above 2020.

6 Jul, 2026

Ravinder Deol

AI Economic Signals

Software Job Postings Slumped

In May 2026, software development job postings remained below their 2020 baseline in five of six countries. Only Australia remained above it at 19%.

3 Jul, 2026

Ravinder Deol