According to an analysis by Apollo Global Management’s Chief Economist Torsten Slok, the top 10% of AI customers account for 99.5% of model-serving spend and 99% of neocloud spend. This extreme concentration far exceeds that of traditional enterprise software, where the top 10% of customers generate between 84% and 92% of revenue. Ramp platform data shows AI adoption is rising rapidly, with model-serving and inference participation growing 2.5 times over two years. This situation exposes AI infrastructure providers to significant concentration risk, as their growth depends on a very small number of clients.
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