AI Revenue Growth: Total Market Size by Year

The AI Behavior Index is the research arm of OneChat AI. This page combines four lenses on AI market size: total worldwide spending (Gartner's broadest definition), the top model labs by annualized revenue (OpenAI and Anthropic), AI semiconductors (Gartner's chip forecast), and category breakdown.

Two important methodological caveats: First, market sizing varies significantly by methodology. Gartner's "total AI spending" ($1.5T in 2025) is broader than Statista's "AI market" ($244B in 2025) because Gartner includes IT services, infrastructure, and embedded AI in non-pure-AI products. Different sources are not directly comparable; this page uses Gartner consistently for the top-line view. Second, Anthropic reports revenue on a gross basis (including cloud reseller pass-through), which inflates the top line relative to OpenAI's reporting practice. The direct comparison in Chart 2 should be interpreted with that caveat — the growth velocity is comparable, but absolute levels are not perfectly apples-to-apples. Data is refreshed quarterly as new forecasts publish. If you have a study to suggest or notice an error, contact us at research@aibehaviorindex.org.