Global AI Token Usage

Estimates derived from triangulated public filings, API observations, and industry disclosures. Figures are directional indicators, not audited financials. All revenue figures are annualized run rate (ARR). See Follow the Dollar for actual 2025 collected.

Token Volume & ARR by Provider — click bars to filter

ARR by Demand Type

Consumer vs Business Split by Provider

By Region

By Industry

By Use Case

Token Demand Quality Matrix — who buys × how they buy. Actual 2025 collected revenue (from Follow the Dollar). Not all "$1 of AI revenue" is equal.

Enterprise AI Reality Check — Booked ARR vs. actual token consumption

Top Token Consumers

Model Pricing & Estimated Volume

Methodology & Sources

Provider revenue: OpenAI ($20B ARR end-2025 — WSJ, Bloomberg, All-In); Anthropic ($14B ARR Feb'26 — investor disclosure); Google Cloud AI ("billions" — Alphabet earnings); xAI, DeepSeek, Mistral from press reports.
Token volumes: Triangulated from 4 methods: (1) Revenue ÷ blended pricing, (2) GPU capacity ceiling (~4.5M H100-equiv × 30-50% utilization — SemiAnalysis), (3) Bottom-up user × session × token estimation, (4) SDK download proxies (PyPI/npm, pypistats.org).
Self-hosted tokens: "Others" category. Triangulated from vLLM Docker Hub pulls, Ollama binary downloads, HuggingFace model downloads. Auto-scales daily from live signals.
Live data: OpenRouter pricing API. PyPI/npm download stats. HuggingFace model downloads. GitHub release downloads. Docker Hub pull counts. OpenRouter weekly token rankings.
Cross-dimensional weights: Editorial estimates for filtering. Filtered views show directional splits, not precise figures.