Consumer AI spending tripled to USD 40 billion while users grew just 11%
StatAI
Global consumer AI spending reached USD 40 billion in 2026, more than triple the USD 12 billion of 2025 - while global AI users grew only 11%, from 1.8 to 2.0 billion. The market's story shifted from adoption to monetisation in a single year.
Source
Menlo Ventures, 2026: The State of Consumer AI (with Morning Consult, n=5,067) (2026)
Shawn Carolan, Amy Wu Martin, Sam Borja (Menlo Ventures)
Menlo Ventures, 2026: The State of Consumer AI (Sep 2026), market sizing
Go to the originalMore from this source
StatPaying for AI flipped from 3% of users to 55% in one yearStatThe top 14% of AI spenders account for 60% of all consumer AI spendStatA quarter of Americans use AI daily; intensity is growing faster than adoptionStatDaily AI assistant use beats ride-sharing and food delivery combinedStatThe average AI user now runs three assistants side by sideStatA third of agent users have let AI act without final approvalStat92% of AI agent users pay for AI - agents are the monetisation frontierStatNearly a third of US adults have already earned money with AIStatAccuracy and trust now beat ease of use in choosing AI toolsStatDistrust of AI-generated information among non-users rose from 58% to 70%WarningKnown AI-generated content carries a 2-to-1 engagement penaltyStatFor medical, legal and mental-health advice, humans beat AI three to one
We wrote about this