There's been a surge in AI use recently. Here's what's behind it.

The OpenClaw logo on a smartphone

Samuel Boivin via Reuters Connect

• AI token usage soared in recent weeks, while Nvidia GPU pricing has jumped.
• AI is evolving from chatbots to AI agents and other forms of automated computer use.
• That's driving exponential growth in AI inference, suggesting robust demand for advanced models.

AI demand has surged in recent weeks, according to new data that could support tech giants' decisions to dramatically ramp up investment in this area.