Economic Impact
Revenue, valuations, and labor-market effects of AI progress.
This category contains 11 tracked predictions. Each page includes the original claim, current evidence, counterevidence, and what would change our assessment.
SHARE OF US POWER ON AI 2.5% — 33 GW OF 1.34TW CAPACITY
OpenBrain blows the competition out of the water again by releasing Agent-1-mini—a model 10x cheaper than Agent-1 and more easily fine-tuned for different applications.
GLOBAL AI CAPEX $1T (KEY METRICS 2026 sidebar). Note: Compute Forecast supplement shows annual spending: $270B (2024), $400B (2025), $600B (2026), $1T (2027) — suggesting $1T may be the 2027 annual figure, not cumulative by 2026. The KEY METRICS placement is ambiguous; tracker operationalizes as cumulative.
GLOBAL AI POWER 38GW PEAK POWER
Sidebar graphics show OpenBrain valuation trajectory: $1T (Apr 2026), $2T (Aug 2026), $3T (Dec 2026)
OPENBRAIN'S COMPUTE COSTS $40B 2026 ANNUAL · OPENBRAIN POWER REQUIREMENT 6GW PEAK POWER · CAPITAL EXPENDITURE $200B COST OF OWNERSHIP OF OPENBRAIN'S ACTIVE COMPUTE
OPENBRAIN REVENUE $45B 2026 ANNUAL
Hundreds of billions pour into AI infrastructure, with hyperscalers racing to build compute capacity at unprecedented scale.
Data center construction accelerates dramatically, with power grid constraints becoming a real bottleneck.
AI-driven job displacement becomes visible enough to trigger stock market volatility and significant public backlash.
The stock market has gone up 30% in 2026, led by OpenBrain, Nvidia, and whichever companies have most successfully integrated AI assistants.