EpisodeInside the $110 billion AI economy (and who is really paying for it)Azeem Azhar's Exponential View · Oct 22, 2026 · 15 minPlay · 14:47SaveShareEpisode pageThe AI economy is real and substantial. Forensic analysis of 1,000+ companies reveals where the revenue is flowing, and what it will take for the AI data center buildout to pay off.RelatedEpisodes 7Videos 8Books 6Blogs 4What AI data centers are doing to your electric billPlanet Money • Dec 20, 2025 • 32 minSo are we in an AI bubble? Here are clues to look for.Planet Money • Jan 10, 2026 • 25 minThe $1 Trillion AI Buildout | State of MarketsThe a16z Show • Sep 30, 2026 • 54 minEnough Debate about the AI Jobpocalypse. We Need To Plan for the Messy Middle.Your Undivided Attention • Aug 13, 2026 • 58 minThe AI industry's existential race for profitsDecoder with Nilay Patel • Apr 9, 2026 • 38 minYou need quality engineers to turn AI into ROIThe Stack Overflow Podcast • Jan 7, 2026 • 29 minThe Gap Between AI Spending and AI ValueSoftware Engineering Daily • Aug 25, 2026 • 55 min