📈 Data to start your week

Exponential View’s latest Monday data roundup says the AI economy is still growing fast. Its own tracking shows revenue has kept rising since June, with July coming in three times higher than a year earlier. On that basis, the annualized run-rate is now above $210 billion.

That’s the headline: the money flowing through AI is not just holding up, it’s still expanding. The report frames this as part of a wider set of weekly signals across AI, energy and markets, but the AI number is the one doing the heavy lifting here. It suggests the sector has moved well beyond pilot-project chatter and into real commercial scale.

The more interesting wrinkle is how uneven that growth looks once you get closer to usage. Exponential View says the top 10% of companies using OpenAI’s products consume 8.3 times more tokens than the typical firm. That is a huge gap, and it points to a market where a small group of heavy users is pulling hard on the system while everyone else stays much more restrained.

And then there’s the ceiling. The firm says Fable 5 token usage at businesses has stayed flat, now making up just 6% of all tokens and 11% of spend. The readout is blunt: businesses appear to have hit their limit on how much they want to spend for the best model. That’s not a collapse. It is a reminder that demand for AI can be strong overall while appetite for premium models still runs into budget reality.