TECH Intelligence
The Operating System for the AI-Powered Economy.
IPO Watch
Private AI names on the public-market radar.
AI Companies · Top 5
Where attention + capital concentrate first.
AI Products · Top 5
The tools end-users actually open daily.
Mood: Frenzy
78/100AI Era Briefing
Live deskTECHi AI Adoption Index
Stage:Frenzy· 38/100 proprietary reading
Scenario model, updated weekly · May 9, 2026, 10:32 AM UTC
Scenario to peak
6yrs
Model ETA: 2032
Peak
2017NOW · 20262040
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 9, 2026, 10:32 AM UTCGlobal Liquidity (M2)
$101T
▲+0.3%
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
▼-42.0%
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%
▲+38.0%
YoY growth in AI/ML role openings.
2026 AI Capex
$650-725B
▲+91.0%
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 economyAI vs Dot-com
AI-7 mkt capNasdaq Composite
| 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
Today’s Desk
Take · Company · Product
Power Leader of the WeekInfluence 99
Jensen Huang· Founder and CEO, NVIDIA, NVIDIA
This week’s biggest move in AI leadership.
What changed in 7 days
Weekly deltasData transparency: source links are shown under major stats. TECHi estimates and scenario indexes are labeled separately from live market data.
