AI Insider Intelligence
Market intelligence for the AI economy
Rigorous bottom-up analysis and fact-checked data, built by a team of 60+ analysts and the AI Insider editorial team. Every figure is verified against its source.
The AI Software and Applications Market
H1 2026 edition
A bottom-up model of ~180 vendor positions across 15+ segments, with the full dataset underneath and an outlook to 2035.
AI Insider Intelligence Platform
Infrastructure funding, capacity and regulatory intelligence
Capacity, capital, contracts and rules for AI infrastructure, from training campuses to edge AI in healthcare, energy and telecom. Every record linked to its source.
More intelligence products on the way
Built on the same engine and review standard
- Government AI spend tracker
- AI power and energy demand
- AI pricing models
- Hyperscaler AI capex tracker
How it works
One newsroom, one data engine, three ways to use it
AI Insider reports every weekday on the companies, capital and policy shaping AI. Underneath the newsroom sits the Resonance Intelligence Engine, which collects filings, company disclosures, funding records and public statistics, matches each figure to the right company and keeps the source on every record.
Our analysts check what the engine finds before anything is published. You can buy the answer, work in the data, or bring us your own question.
Buy a finished answer
Market models and reports. One question, a fixed price, delivered as a report and the dataset behind it.
Work in the data
A searchable database with maps, monitors and exports, updated as the market moves. Annual subscription, priced per team.
Explore your custom questions
Bring your own question. Our advisory team builds custom market sizing, ecosystem maps, benchmarks and due diligence on the same data.
01 Market model
Available nowThe AI Software and Applications Market
H1 2026 edition, sized bottom-up
What end customers pay for AI models, applications and tooling: ~$144bn a year at the H1 2026 run rate, about 10% of global software spend, and ~$560bn by 2030 in the base case.
- Bottom-up sizing. ~180 vendor positions across 15+ segments, each with a point, a low and a high, its own date and an evidence grade.
- The database underneath. The Excel model with every position, source and assumption, and every total as a live formula.
- One consistent database. Every data point is modeled on the same definitions, so every cut by vendor type, buyer, geography, segment or player adds up to the same total.
- Outlook to 2035. Set by stated assumptions and in line with published bank and broker forecasts.
- 20 company profiles. Revenue, run rate and headcount history for the largest players.
From $2,999. Report, report plus dataset, or a quarterly intelligence update.
02 Intelligence platform
LiveAI Insider Intelligence Platform
Infrastructure funding, capacity and regulatory intelligence
The platform follows the AI data center build-out and the edge AI that runs in hospitals, power grids and telecom networks. Capacity, capital, contracts and regulation on one map, searchable and exportable.
- AI data center capacity. Training campuses and modular sites by status, sized by planned megawatts.
- Capital and contracts. Funding rounds, foreign investors in US companies, and compute, lease, chip and power contracts.
- Policy monitor. Rules and programs by jurisdiction, with an alert before a comment period closes.
- Edge AI focus. The companies putting AI into healthcare, energy and telecom, and their supply chains.
- Ask and export. Plain-language questions, saved monitors, a weekly digest and workbook export.
Coming soon
Further products in development
Built on the same engine and checked to the same standard. Join the list for early access and launch pricing.
Government AI spend tracker
AI contracts and programs classified the same way across the US, the UK, the EU and Canada, with sovereign compute pledged, awarded and spent.
AI power and energy demand
Electricity demand from AI data centers by grid region, starting with Europe, where no regional series is published today.
AI pricing models
How AI vendors charge, by seat, by usage or by outcome, across 300 to 500 vendors and the categories no price index covers.
Hyperscaler AI capex tracker
What the largest cloud providers spend on AI infrastructure each quarter, by company and by region, from their own filings.
Looking for something specific?
Tell us the market, the dataset or the question. If we already hold the data we will show you; if not, we can scope it with you.
Our approach
Powered by the Resonance Intelligence Engine
The engine behind The Quantum Insider’s intelligence platform, applied to AI. It reads thousands of sources continuously and publishes nothing on its own. Every figure passes an analyst before it reaches a product.
Continuous collection
Company filings, disclosures, funding and deal records, regulatory dockets, procurement registers and public statistics.
AI processing
Extraction, entity resolution and de-duplication: each figure is matched to the right company, parent and date.
Analyst review
Analysts check material records against the source page, grade the evidence, and flag or remove what cannot be verified.
Delivery
Reports, workbooks, data platforms, monitors and exports, with the source kept on every row.
Who we serve
Intelligence tailored to your role
The same data answers different questions. These are the ones we hear most.
Investors and VCs
Market size and growth for the investment memo, segment shares for the thesis, and company positions for diligence and portfolio reviews.
Corporate strategy
Where AI spend sits by buyer and segment, who holds it, and how the market moves to 2035, for planning, M&A screening and market entry.
Government and policy
AI data center build-out, foreign capital and rules by jurisdiction, for industrial strategy, trade and investment screening.
Research and academia
A sourced, dated market baseline with every assumption stated, for papers, teaching and commercialization work.
Custom intelligence
Need intelligence built around your question?
Our advisory team builds custom market models, ecosystem maps, competitive benchmarks and commercial and technical due diligence on the same data.
Talk to an analyst
Get the data behind the decision
Tell us what you are working on. We will point you to the right product, send a sample, or scope a custom piece of work.
- A reply within one business day from the intelligence team, not a sales queue.
- Samples on request for every product, so you can check the structure before you buy.
- Invoice, payment link or purchase order, as your procurement team prefers.
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