The Frontier AI Model Race (2026)
The frontier moves down-and-right: same capability gets cheaper each generation.
- Official body or company filing
- Data as of June 2026
4 charts
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The frontier moves down-and-right: same capability gets cheaper each generation.
4 charts
Private AI capex is now in national-budget territory.
2 charts
Step-changes track funding rounds, not smooth growth; the 2026 mark is an IPO target, not a closed round.
6 charts
~40% globally — advanced economies higher.
2 charts
A secular re-rating, accelerating into 2025–26.
4 charts
Growth is real and concentrated in two names.
5 charts
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