EconomiaLive · 71 empresas · $21.0T market cap · Índice Bolha 278%
A Economia da IA · Rastreada
Cada empresa IA, cada rodada de investimento, cada avaliação. Rastreado de forma independente em provedores de modelos, infraestrutura, chips, foundries, memória e energia. O Índice Bolha mede o gap entre o que a IA vale e o que ela entrega.
Índice Bolha IAAvaliações · investimento · receitaMúltiplos P/S · métricas de eficiênciaAtualizado semanalmente
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Índice Bolha IA
Escopo: 71 empresas|Market cap: $21.0T|Índice Bolha: 278%
A seleção de escopo afeta todos os cálculos do Índice Bolha nesta página
Índice Bolha IA
Gap avaliação-receita · composto
278%
ESPUMOSO
inflando
A IA vale 2.2x o que gera. As empresas de IA neste escopo valem 2.2x o que múltiplos SaaS saudáveis sugeririam. O capital está à frente da receita.
0%
saudável
espumoso
superaquecido
bolha
5 componentes de pressão
- Prêmio de avaliação116%Peso: 40%
- Aceleração de funding689%Peso: 20%
- Risco de concentração198%Peso: 15%
- Qualidade da receita259%Peso: 15%
- Lacuna capex · receita257%Peso: 10%
Principais sinais de inflação
- Prêmio agregado de avaliação contra um benchmark SaaS saudável.
- Rodadas recentes representam grande parte do capital total captado.
- As maiores empresas concentram uma grande fatia do valor total do mercado de IA.
benchgecko.ai·Índice Bolha IA
Citar: benchgecko.ai/economy
Simulador "E se?"
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Market cap
$21.0T
$16.5T
-21%
Índice Bolha
278%
242%
frothy→frothy
Novo #1
Google DeepMind
Fatia Top 3
59%
56%
mais saudável
Cenário hipotético · não é previsão
Índice Bolha
278%
Market Cap
$21.0T
Investimento total
$287.1B
Receita total
$650.4B
Top empresas
Todas as empresastop 15 por avaliação · todas as camadas
| # | Empresa | Avaliação | |
|---|---|---|---|
| 1 | NVIDIA USA | $4.5T | |
| 2 | Google DeepMind UK | $4.0T | |
| 3 | Alphabet (Google) USA | $4.0T | |
| 4 | Microsoft USA | $3.0T | |
| 5 | Amazon (AWS) USA | $2.3T | |
| 6 | Meta AI USA | $1.5T | |
| 7 | Meta Platforms USA | $1.5T | |
| 8 | T TSMC Taiwan | $900.0B | |
| 9 | B Broadcom USA | $900.0B | |
| 10 | OpenAI USA | $840.0B | |
| 11 | Anthropic USA | $380.0B | |
| 12 | A ASML Netherlands | $380.0B | |
| 13 | SE Samsung Electronics South Korea | $350.0B | |
| 14 | Alibaba (Qwen) China | $293.0B | |
| 15 | xAI USA | $250.0B |
Investimento recente
Todas as rodadas10 rodadas · ordenado por data
Harvey AI
Series G · 2026-03-25
$200M
GIC, Sequoia
Moonshot AI
Series C (expanded) · 2026-03
$1.0B
Alibaba, Tencent
OpenAI
Series G · 2026-02-27
$110.0B
SoftBank, NVIDIA
Anthropic
Series G · 2026-02-12
$30.0B
Coatue, GIC
Runway
Series D · 2026-02-10
$315M
General Atlantic, Felicis Ventures
Databricks
Series L (extended, incl $2B debt) · 2026-02-09
$5.0B
Thrive Capital, Andreessen Horowitz
ElevenLabs
Series D · 2026-02-04
$500M
Sequoia Capital
Synthesia
Series E · 2026-01-26
$200M
GV (Google Ventures), Kleiner Perkins
Baseten
Series E · 2026-01-20
$300M
IVP, CapitalG
MiniMax
IPO (HKEX) · 2026-01-09
$619M
Múltiplos de avaliação
Pódio completoMúltiplo P/S · benchmark SaaS 15x · empresas com receita reportada
Múltiplo SaaS saudável = 15x receita
Por país
10 empresas · ranqueado por avaliação combinada
US
USA
48 empresas
$14.7T
GB
UK
4 empresas
$4.0T
TW
Taiwan
1 empresa
$900.0B
CN
China
9 empresas
$511.7B
KR
South Korea
2 empresas
$470.0B
NL
Netherlands
3 empresas
$389.7B
FR
France
1 empresa
$14.0B
CA
Canada
1 empresa
$7.0B
AU
Australia
1 empresa
$4.2B
Perguntas frequentes
What is the AI Bubble Index?
The AI Bubble Index measures the gap between what AI companies are valued at versus what they produce in revenue. It compares aggregate price-to-sales ratios against a 15x SaaS benchmark, factors in funding acceleration, market concentration, revenue quality, and the capex-to-revenue gap. The current reading is 278% (frothy).
What is the total AI market capitalization?
The total AI market cap across 71 tracked companies is $21.0T. This includes private valuations and public market caps, deduplicated by parent company.
How much funding has the AI industry raised?
AI companies have raised $287B in total funding. The latest round velocity is $198B, indicating accelerating capital deployment.
What is the average AI company P/S ratio?
The average price-to-sales ratio across AI companies with reported revenue is 66.1x. The healthy SaaS benchmark is 15x. A ratio above 30x suggests the market is pricing in extraordinary growth expectations.
How concentrated is the AI market?
The top 3 AI companies control 59% of total market cap. NVIDIA leads at $4.5T. High concentration means a single company stumbling could trigger a broad correction.
How does BenchGecko define the AI economy scope?
BenchGecko lets you define what counts as "the AI economy" through scope checkboxes: Pure AI (model providers, apps, dev tools), Big Tech (Google, Microsoft, Meta, Amazon), Chips (NVIDIA, AMD, Broadcom), Fabs (TSMC, ASML), Memory (SK Hynix, Micron), and Energy/DC operators. The Bubble Index recalculates based on your selection.
What is the AI capex-to-revenue gap?
AI infrastructure spending (capex) totals $836B across tracked companies, while total AI revenue is $650B. This gap means the industry is spending more on infrastructure than it earns.