US Corporate AI Spending Surges; Top 1% Spend $7,400 Monthly

The headline number is less about AI enthusiasm than about concentration: if spending is this skewed toward a small cohort of firms, the returns that justify it are likely to be measured in productivity gains at those firms rather than across the economy. That matters for the wider market narrative, which has been pricing AI adoption as broad-based. Whether the spending spread beyond the top tier, or the leaders simply keep widening the gap, is the open question.