AI By The Numbers

The Institute’s AI Information Terminal

The numbers defining the artificial intelligence era

A weekly updated view of AI’s scale, economics, capabilities, infrastructure and societal impact—built to separate what has happened from what is merely projected.

LAUNCH EDITION: 13 INDICATORSLAST REVIEWED: 19 SEPTEMBER 2026SOURCES: STANFORD HAI · GALLUP · IEA

Scale & Adoption

How rapidly AI is entering ordinary life and work
Estimate
30%

Regular workplace AI adoption

Share of U.S. employees using AI in their role a few times a week or more. Another 52% use it at least a few times per year; 15% use it daily.

Why it matters: This better tracks recurring economic use than a broad any-use measure—although it still does not prove productivity.

OPEN INDICATOR RECORD →
MAY 2026SOURCE →
Estimate
53%

U.S. working-age adoption (2025 benchmark)

Share of U.S. adults ages 18–64 reporting any generative-AI use for work, outside work, or both in the 2025 survey comparison.

Why it matters: This shows exceptionally rapid diffusion—but it is not a global-population estimate or a measure of daily use.

OPEN INDICATOR RECORD →
2025 SURVEY BENCHMARKSOURCE →
Estimate
28.3%

U.S. AI diffusion (telemetry)

Microsoft telemetry-based estimate of U.S. population-level AI diffusion during the second half of 2025.

Why it matters: This uses a different methodology from the 53% survey benchmark; the two figures do not measure the same thing.

OPEN INDICATOR RECORD →
SECOND HALF 2025SOURCE →
Estimate
$172B

Annual value to U.S. consumers

Estimated annual consumer surplus from generative AI in the United States by early 2026—not company revenue, GDP, or measured productivity.

Why it matters: AI can create substantial user value even when little of that value appears in company revenue or conventional economic statistics.

OPEN INDICATOR RECORD →
EARLY 2026SOURCE →

Capital & Competition

Where money, capacity and national advantage are concentrating
Observed
$581.7B

Global corporate AI investment

Corporate investment in AI during 2025, an increase of 130% from the preceding year.

Why it matters: The buildout has become a capital-allocation event large enough to shape markets, credit and industrial policy.

FULL YEAR 2025SOURCE →
Observed
$344.7B

Global private AI investment

Private investment in AI during 2025, up 127.5% year over year.

Why it matters: Private capital is expanding the field while increasing the cost of any future slowdown or repricing.

FULL YEAR 2025SOURCE →
Observed
$285.9B : $12.4B

U.S. versus China private AI investment

U.S. private AI investment was 23.1 times China’s reported total in 2025.

Why it matters: Capital leadership remains overwhelmingly American even as model-performance gaps narrow.

FULL YEAR 2025SOURCE →

Capability & Control

What systems can do—and what remains visible to outsiders
Benchmark
77.3%

Real-world agent task success

Performance on Terminal-Bench, compared with approximately 20% one year earlier.

Why it matters: The leap signals a rapid transition from systems that answer questions to systems that execute multistep work.

2026 RESULTSOURCE →
Benchmark
93%

Cybersecurity issue success

Share of evaluated cybersecurity issues solved by AI agents, compared with 15% in 2024.

Why it matters: Defensive capability is rising—but the same trajectory expands the offensive potential available to attackers.

2026 AI INDEXSOURCE →
Index
40/100

Foundation-model transparency

Average Foundation Model Transparency Index score, down from 58 in the preceding edition.

Why it matters: Capability is advancing faster than public visibility into training, evaluation, risk and governance.

2026 INDEXSOURCE →

Infrastructure & Energy

The physical system beneath the intelligence
Estimate
29.6 GW

AI data-center power capacity

Estimated global power capacity devoted to AI data centers in the 2026 AI Index.

Why it matters: AI is becoming a power-system issue; this capacity is comparable to New York’s peak electricity demand.

2026 ESTIMATESOURCE →
Observed
415 TWh

Data-center electricity consumption

Global data-center electricity consumption in 2024—approximately 1.5% of worldwide electricity use.

Why it matters: AI demand is landing on grids already constrained by generation, transmission and equipment lead times.

FULL YEAR 2024SOURCE →
Forecast
945 TWh

Projected data-center electricity use

IEA base-case projection for global data-center electricity consumption by 2030—more than double the 2024 level.

Why it matters: If realized, data centers would consume slightly more electricity than Japan does today.

2030 PROJECTIONSOURCE →

Terminal Standard

This is a living strategic-intelligence product, not a collection of disconnected statistics. The Institute will expand each signal into a permanent record so readers can see how the number—and its meaning—changes over time.

  • Observed figures describe measured historical activity.
  • Estimates depend on defined assumptions or modeled adoption.
  • Benchmarks report performance in a specified evaluation environment, not universal real-world ability.
  • Forecasts describe possible future conditions and remain visibly separate from historical results.