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The IMF built a labor-cost-equivalent measure from five waves of Anthropic's Claude usage data spanning January 2025 to February 2026, and found the value AI is already generating had more than doubled in just two waves: from $1.2 trillion annualized in the August 2025 wave to $2.7 trillion annualized by February 2026, equal to 3.4% of GDP across the 86 countries sampled

SourceInternational Monetary Fund·IMF WP 2026/147, Feb 2026

Verified 2026-10-09

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