Where AI Research Happens
US and China affiliated researchers have produced 1.83M AI research publications. That's 366,000 more than the next eight top ten countries.
5 Charts
•Other
Economics Of AI
Explore AI Themes Across The Five-Layer Stack
9 Themes
51 Charts
AI insights in your inbox at 11am UTC every day.
Free forever. Unsubscribe anytime.
All Themes
Explore unbiased, data-driven AI themes across the five-layer stack: applications, models, infrastructure, chips, and energy.
DeepSeek Tops AI Tiger Compute
Among AI Tigers, DeepSeek's V4-Pro leads documented open-weight training compute at 9.7e24 FLOP. Alibaba's Qwen2.5 Instruct follows at 7.9e24 FLOP.
5 Charts
•Models
ChatGPT Leads AI Apps In MAUs
In April 2026, OpenAI's ChatGPT app had 482.94 million monthly active users. It led AI apps in MAUs – social apps (shown for context) still set the scale.
7 Charts
•Models
Claude MAUs Trail ChatGPT
In April 2026, Anthropic's Claude app had 11.31 million monthly active users. OpenAI's ChatGPT led AI apps in MAUs – social apps provide scale context.
7 Charts
•Models
Hyperscalers RPE Ranked
Based on the last-twelve-months revenue, the five hyperscalers generated $787,000 per employee on average. Meta led at $2.76M per employee.
7 Charts
•Infrastructure
Z.ai Revenue Mix
Z.ai hit ¥724.33M in revenue in 2025 – up 132% YoY. Open Platform & API was the fastest-growing segment hitting ¥190.38M in revenue – up 293% YoY.
5 Charts
•Models
MiniMax Alibaba Cloud Spend
MiniMax spent $75.88M on Alibaba Cloud in 2025 – up 7x from 2024. Its cap under the Alibaba Cloud Services agreement rises to $135M in 2028.
5 Charts
•Models
Premium AI Still Gets Used
American models in OpenRouter's top ten averaged $9.20 per million output tokens. Despite their premium, five of the most-used models were American.
5 Charts
•Models
Price Shapes AI Token Usage
Chinese models in OpenRouter's top ten averaged $1.34 per million output tokens. American models averaged $9.20 – nearly seven times more.
5 Charts
•Models