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AI Era Briefing
LiveYour 60-second daily pulse on the AI economy. Updated live from market and editorial signals.
Updated 10:08 AM UTC
Mood0/100Frenzy
Full frenzy. Capital is moving faster than models can scale.
Your 60-second pulse on the AI economy.
Today’s take
AI cap-ex pushed past $650-725B as the Big-7 accelerates into frenzy.
Frontier compute is 42% cheaper than a year ago, hyperscaler cap-ex +$360B above the old baseline, adoption index at 38/100. Mood Frenzy · 78/100, frenzied desk.
$22.6T
Big-7 AI mkt cap
+$360B
2026 AI cap-ex Δ 7d
$0.04
Frontier $/Mtok
Since yesterday
What moved todayBig-7 AI Mkt Cap
1d Δ$22.6T
waiting for prior-close quote
NVDA from high
7d Δ-$440B
May 1 close vs Apr 27 high; sign corrected
7-day editorial delta
Compute $/Mtok
YoY Δ$0.04
-42.0%
Frontier-class output token price (1500x cheaper since 2020).
Key signals
The numbers tied to today’s takeUpdated May 14, 10:08 AM UTCGet the daily briefingOne email, every morning — the moves that mattered, no fluff.
