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DisconfirmAI · AI industry research

Índice de inversión en IA

Understand the AI industry through technical capability, commercial demand and economic returns.

45.44/100

Scaling

Versión de datosÚltima revisión 2026-10-30 · R1Cada lunes a las 09:00, hora de Pekín
45.44/100

Commercial demand has formed; economic returns remain uneven.

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The score is positioned precisely. Historical events are illustrative, not historical scores or stage boundaries. Select a point to inspect its source.

Análisis actual

Foundations exist; returns still need validation.

Technology and supply have an operating foundation, and real use and payment exist. Demand depth, sustained profitability and broad economic returns still require evidence. The key investment question is whether expansion converts into recurring payment, profit and cash flow.

A fixed-weight index, not a percentage of industry completion or an investment success probability. Stages are research judgments, without validated score thresholds.

Cinco dimensiones

38 observaciones · revisar cada dimensión

Technology

Peso 20%
70.61/100

Benchmark capability exists; delivery gaps remain.

Selected systems under fixed evaluation protocols.

Enfoque de inversión

Reliability, completed output and delivery cost.

Vendor tests and archived simulations do not represent global AI capability or real-world reliability.

Supply and operations

Peso 15%
61.59/100

Operating foundations exist, with constraints.

Server sales mix, facility efficiency, stability and staffing.

Enfoque de inversión

Useful delivery, operating costs and bottlenecks.

Sales mix is not installed capacity. General data-center surveys are not AI-only measurements.

Commercial demand

Peso 30%
29.86/100

Use and payment exist; durable demand needs proof.

Actual use, payments, workplace depth and procurement intensity.

Enfoque de inversión

Recurring payment, usage depth and customer retention.

Different survey and payment samples cannot be combined into a conversion funnel or retention rate.

Value chain

Peso 10%
53.78/100

Specialization is established; profitability differs.

Specialization, applications, open components and selected firms.

Enfoque de inversión

Value capture, operating profit and input costs.

Three consolidated company statements do not represent pure-AI profitability across the industry.

Economic impact

Peso 25%
30.98/100

Some benefits are reported; macro effects remain open.

Surveyed profit impact, time savings and business outcomes.

Enfoque de inversión

Whether saved time becomes real output and net benefits.

Self-reported benefits do not establish causal productivity or global net value added.

Metodología