Uber's AI Agent Usage Surges 9.4x While Spending Stabilizes

Uber reports that its weekly AI agent requests have increased 9.4 times since February. [1]

Despite this growth in usage, the company's total AI spending has remained stable since April. [1] This stability follows the company using its entire 2026 AI budget during the first quarter. [1]

This rapid scaling of agent requests without corresponding spending increases suggests Uber has found significant efficiency gains or shifted from heavy model training to optimized inference. The exhaustion of the 2026 budget in Q1 highlights how aggressively enterprises are front-loading their AI infrastructure investments to secure capacity. What the sources don't address: How Uber plans to fund any additional or unexpected AI infrastructure needs for the remainder of 2026.