AI Demand Forecast Index (OmniMetric Proprietary)
A next-gen leading economic indicator integrating data center capex, GPU lead times, and LLM token consumption.
Market Impact
RISING / BULLISH
Strong buy signal for semiconductor, energy, and tech sectors. Expansion of capex.
FALLING / BEARISH
Fears of AI bubble burst. Suggests lower capital efficiency due to over-investment.
Context 2026
AI is no longer just a sector story but a macro variable defining productivity across all industries. A decline in this index foreshadows a drop in GDP growth quarters later.
OmniMetric Relevance
High. Valued in the 2026 GMS Score as a 'New Leading Indicator' replacing the traditional ISM Manufacturing PMI.