Global AI sales reached approximately $25 billion in the first quarter of 2026, according to Exponential View. This figure excludes the Chinese market.
Quarterly revenue now exceeds the $21 billion in estimated depreciation costs for data centers and specialized chips. This milestone marks a financial tipping point where AI infrastructure spending begins to pay off.
AI revenue growth is currently outpacing the adoption rates of previous internet and mobile technology waves. However, profit margins for providers remain thin as heavy investment cycles continue.