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AI Era Briefing
Live deskTECHi AI Adoption Index
Scenario model, updated weekly · May 8, 2026, 10:29 AM UTC
Scenario to peak
6yrs
Model ETA: 2032
Model year 9 of 23 — Overestimated short-term, underestimated long-term. This is a TECHi editorial scenario, not a measured adoption statistic.
Global Macro Pulse
8 forces moving the AI economyUpdated May 8, 2026, 10:29 AM UTCGlobal Liquidity (M2)
$101T
Top-four central bank M2 estimate, USD-converted; methodology varies by source.
Big-7 AI Mkt Cap
Live$22.6T
NVDA + MSFT + GOOGL + META + AMZN + TSLA + AAPL, last close.
TECHi AI Adoption Index
38/100
Proprietary weekly scenario model; not a market statistic.
Compute $/Mtok
$0.04
Frontier-class output token price (1500x cheaper since 2020).
Frontier Models
20+
Active/recent GPT-class production models; count depends on frontier threshold.
AI Job Postings
+38%
YoY growth in AI/ML role openings.
2026 AI Capex
$650-725B
Hyperscaler 2026 capex guidance and analyst tallies after Q1 updates.
Crypto Adoption
7-10%
Global ownership estimates vary materially by survey and wallet methodology.
Deep Trends
The forces moving the AI economy| Series | X axis | Value |
|---|---|---|
| AI-7 mkt cap | Y0 | 18 |
| AI-7 mkt cap | Y0.6 | 8 |
| AI-7 mkt cap | Y1 | 28 |
| AI-7 mkt cap | Y1.6 | 47 |
| AI-7 mkt cap | Y2 | 60 |
| AI-7 mkt cap | Y2.6 | 73 |
| AI-7 mkt cap | Y3 | 81 |
| AI-7 mkt cap | Y3.6 | 92 |
| AI-7 mkt cap | Y4 | 100 |
| Nasdaq Composite | Y0 | 0 |
| Nasdaq Composite | Y1 | 7 |
| Nasdaq Composite | Y2 | 21 |
| Nasdaq Composite | Y3 | 35 |
| Nasdaq Composite | Y4 | 52 |
| Nasdaq Composite | Y4.5 | 78 |
| Nasdaq Composite | Y5 | 100 |
| Nasdaq Composite | Y5.4 | 79 |
| Nasdaq Composite | Y5.9 | 47 |
| Nasdaq Composite | Y6 | 42 |
| Nasdaq Composite | Y6.5 | 31 |
| Nasdaq Composite | Y7 | 19 |
| Nasdaq Composite | Y7.9 | 11 |
AI cycle is ahead of dot-com on slope but starting from a 6x higher base.
Source: Yahoo ^IXIC monthly + AI-7 quarterly aggregate
AI Capital Flow
Where every AI dollar landsCompute & GPUs
38%
NVDA, AMD, custom silicon
Power & data center
22%
Hyperscaler build-out
Model labs
14%
OpenAI, Anthropic, xAI, Mistral
Apps & agents
12%
Cursor, Perplexity, Harvey
Tools & infra
9%
LangChain, vector DBs, evals
Robotics
5%
Figure, 1X, Tesla Optimus
What changed in 7 days
Weekly deltasAcross coverage
Cerebras is targeting a Nasdaq IPO as CBRS with a $115-$125 range. Here is the May 2026 S-1 analysis, valuation, OpenAI/AWS upside and key risks.
Gold futures jumped to $4,707 on May 6, 2026 as the dollar slipped, yields softened and safe-haven demand stayed strong. Here is what to watch next.
OpenAI has no ticker yet, but its $852B valuation, $2B monthly revenue and Microsoft reset changed the IPO math. Here is what investors should watch.
SpaceX remains private, but reported 2026 IPO plans, Starlink scale and Starship risk make the S-1 the document investors must wait for.
Anthropic has no public IPO filing yet, but its $380B valuation, $30B run rate and compute deals with Amazon, Google and SpaceX changed the debate.
Corning and NVIDIA announced a major optical connectivity partnership for AI data centers. Here is why GLW jumped almost 15% on May 6, 2026.
The Pentagon now lists eight companies for classified AI networks. Here is the May 6 read on AWS, Google, Microsoft, NVIDIA, OpenAI, Oracle, Reflection and SpaceX.
The Supreme Court let Epic’s App Store win move forward on May 6, 2026. Here is what the Apple ruling means for developers and AAPL investors.
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