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Harry Stebbings: AI infrastructure layer dominates spending at $800 to $900 billion annually
Harry Stebbings divides the AI industry into three main buckets. He identifies the infrastructure layer as accounting for $800 to $900 billion in annual spending.
He further breaks down the landscape to include two leading foundation model players, OpenAI and Anthropic, with an estimated $100 billion in activity, and all remaining companies in a separate group.
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Stebbings has previously highlighted large deals that shifted investor priorities, including passing on $100 million-plus seed rounds in Suno and Granola, which saw significant early backing from peers such as Mike in a recent analysis. He has also pointed to the SaaS sector’s recent challenges, as exemplified by Wix’s $2.1 billion valuation despite matching annual recurring revenue. These observations reflect his focus on major capital flows in tech and AI.
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