$2.8T
Atlas modelAs of AI economy · executive overview
Markets move. Signals remain.
Markets move. Signals remain.
A weekly operating view of the AI economy—connecting compute supply, power availability, model economics, and enterprise adoption in one decision-ready brief.
Saturday updateData cutoff · Verified · No material change
$242B
Atlas modelAs of 36.2GW
Atlas modelAs of 220+
Atlas modelAs of Edition evidence
Supporting, opposing, and catalyst signals
Analyst note↗
Track signed megawatts, not announced campuses. The spread between the two is becoming the best reality check on growth.
Analyst note↗
Watch whether price compression expands total workloads fast enough to offset falling revenue per token.
Analyst note↗
Completion rate, human review burden, and gross margin matter more than seats or pilots.
01 · Executive synthesis
The decision layer
The constraint stack is rotating from silicon to electrons.
Accelerator availability is improving unevenly, but grid interconnection, generation contracts, and cooling retrofits now determine how quickly announced AI capacity becomes revenue. At the software layer, falling token prices widen adoption while shifting differentiation toward workflow ownership, proprietary context, and measurable task completion.
Compute supplyPower accessAgent economics
04 · Leadership watchlist
Questions for the room
1↗
Next read · utility queue
Legacy observation cannot test the thesis.
Legacy observation cannot test the thesis.
Legacy observation; threshold unavailable.2↗
Next read · API pricing
Legacy observation cannot test the thesis.
Legacy observation cannot test the thesis.
Legacy observation; threshold unavailable.3↗
Next read · production cohort
Legacy observation cannot test the thesis.
Legacy observation cannot test the thesis.
Legacy observation; threshold unavailable.09 · Sources & methodology
Public inputs, traceable assumptions
We prioritize official statistics, regulatory filings, investor materials, and provider pricing. AI Atlas estimates are explicitly labeled rather than presented as published facts.
✓ Primary sources first✓ Modeled figures labeled✓ Published after automated review
ATLAS modelS1
AI Market Atlas
Directional weekly market model
A directional model built from the public materials below; model outputs are not official statistics, live prices, or audited financial data.
Official dataS2
International Energy Agency
Data Centres & Networks · Latest findings
Latest global data-center electricity consumption and growth trends.
Official dataS3
International Energy Agency
Energy and AI · Executive summary
Global data-center electricity demand, 2030 scenarios, supply mix, and project-delay risk.
Company disclosureS4
NVIDIA Investor Relations
First Quarter Fiscal 2027 Financial Results
Data-center revenue, growth, platform progress, and company outlook.
ResearchS5
Stanford HAI
2026 AI Index Report · Economy
Benchmark context for AI investment, enterprise adoption, revenue, and productivity.
Model note. Market heat, composite indices, tracking baskets, and selected forecasts are editorial models for directional comparison—not live prices, official statistics, or investment advice.
Publication review. Every Wednesday and Saturday candidate passes automated checks for source availability, value ranges, bilingual completeness, and traceability. Publication proceeds only after an auto-publish decision bound to the exact candidate; source conflicts and anomalous changes are escalated for human review.