Overview: AI spending is growing at a rapid pace. Consumers are not only paying for chatbot subscriptions but also upgrading their hardware, including smartphones and laptops, to run AI features more efficiently. This report tracks and forecasts consumer spending on both AI hardware and AI software, with a focus on the leading chatbots. It includes a summary of major AI models along with projections for active users, paid users, and the corresponding revenue outlook for each of the popular chatbot services.
Table of Contents:
• Summary
• Consumer AI Software Spends
• Consumer AI Hardware Spends
• Summary of AI Models (consumer uptake)
Published Date: November 2025
