Specialist-model research desk

Market data and deal flow

Which numbers are evidenced, and what do they measure?

Frontier Development research deskSection 11 · Page 2 of 11Last updated 26 October 2026
Figure Period/source date Meaning and status What it does not establish
$285.9 billion US private AI investment in 2025; 2026 AI Index Stanford-reported broad investment measure Revenue or spend in this desk’s niche
1,953 companies Newly funded US AI companies in 2025; 2026 AI Index Broad entrepreneurial activity count Number of qualified specialist-development buyers
$581.7 billion; +130% Global corporate AI investment in 2025 Stanford-reported broad investment and annual change Growth of US mid-market adaptation-service purchases
More than $1 billion annualised run rate Modal announcement, 14 October 2026 Company-reported run-rate milestone Audited annual revenue or adaptation-only revenue
More than 40 trillion tokens/day; over 95% specialised Fireworks announcement, 15 July 2026 Company-reported activity and mix Industry volume, unique tasks or independent quality evidence

Sources: Stanford’s 2026 AI Index overview, Stanford’s investment summary, Modal’s announcement and Fireworks’ announcement. Company figures are not independently audited in this research. A token is not an accepted document or resolved support request.

TRACE THE EVIDENCE

Sources cited on this page

  1. Stanford’s 2026 AI Index overview →hai.stanford.edu
  2. Stanford’s investment summary →hai.stanford.edu
  3. Modal’s announcement →modal.com
  4. Fireworks’ announcement →fireworks.ai