AI Cost & Economics

307 summarised stories about AI Cost & Economics, each linking back to the original source. Browse all topics →

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Sunday, 4 October 2026

Market concentration and AI buildout spending: tech drives S&P 500 earnings growth while capital ramps

Andreessen Horowitz 2 weeks ago 13

Tech companies drove most of S&P 500 earnings growth in 2026 while AI-related capex shifted demand from software toward semiconductors, power, networking, and other hardware buildouts. About 76% of the S&P 500’s total earnings growth in 2026 came from tech as of late August. The result is continued GPU demand and capital ramping in compute and related infrastructure despite early-stage AI adoption metrics.

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a16z finds very few companies track and disclose AI impact over time

a16z 2 weeks ago 1

a16z published its second “State of Markets” report and found most companies do not track and disclose AI’s business impact over time. About 30% of S&P 500 companies report some quantifiable AI impact, but only ~2% track any metric. The report argues this means AI adoption is still early and that compute demand is likely to keep rising even as firms lack longitudinal measurement.

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