Manta//AI News Brief
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// Charts · updated weekly

The story in numbers //every chart we track.

A growing collection of charts that tell the AI industry's story — adoption, economics, research velocity, frontier movement, and funding. The agent refreshes these from primary sources weekly.

topic
// Adoption · global tokens monthlyupdated weekly · est. via aggregated lab disclosures

Total tokens processed across major labs, 2024 → 2026

010T20T30T40T50TQ1'24Q3'24Q1'25Q3'25Q1'26~48T tokens / month

Up roughly 20× since Q1 2024. Inference at scale is now the central operational story for every frontier lab — and the central commercial one.

Economics//where the money moves2 charts
// Token share · last 30dvia aggregator

Where the tokens flow

OpenAI38%Anthropic22%Google18%Meta8%Mistral4%xAI4%Cohere3%Other3%

Top three account for ~78% of inference volume. Long tail growing slowly as open weights catch up.

// Inference · $/1M tokenspriced via API list

Cost per million, 2024 → 2026

$0$7.5$15$22.5$30Q1'24Q1'25Q1'26Frontier closedMid-tierMass-marketOpen weights

Frontier inference cost down ~85% in 24 months. Open weights have fallen further on a per-token basis.

Frontier//the moving edge2 charts
// Frontier · max context windowlog scale

How big can a model "see" at once

10K100K1M10M50MQ1'24Q1'25Q2'2620M tokens

Two orders of magnitude in two years. Long-context is now table stakes; the bottleneck has shifted to retrieval and attention quality.

// Frontier · model releases /Qstacked

Open vs closed releases per quarter

0204060Q1'24Q1'25Q1'26Open weightsClosed

Open-weights releases now outnumber closed by ~3× per quarter — and the gap is widening.

Research//what's getting built1 chart
// Research · arXiv submissionscs.AI / cs.CL / cs.LG

AI papers submitted per quarter

01K2K3K4K5KQ1'24Q3'24Q1'26~4.4K

arXiv AI submissions up ~6× since early 2024. Volume is overwhelming traditional peer review.

Funding//what's getting bought1 chart
// Funding · AI startup raisesvia private filings

Capital raised, per quarter ($B)

$0$20B$40B$60B$80BQ1'24Q1'25Q1'26$72B

Q4 2025 set a record; Q1 2026 broke it. Concentration is high — the top 5 deals account for ~60% of the total.

Charts · Manta AI News Brief