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That's a publicly reported number and widely cited. It includes all revenue from the labs and hyperscalers. Menlo Ventures themselves reported that all enterpri
by sameer_singh17 8mo ago
That's a publicly reported number and widely cited. It includes all revenue from the labs and hyperscalers. Menlo Ventures themselves reported that all enterprise AI spend in 2025 totaled $37B.
Yes, hyperscalers claim there's a lot of demand. A lot of that demand isn't actually priced, e.g. demand for Nano Banana.
- aurareturn 8mo agoMicrosoft, Google, Amazon, and software companies like Adobe, Figma, Salesforce do not break down AI-only revenue. How can they know? How do they know how much revenue some viral AI app on iOS is generating?