Exponential View

Exponential View

๐Ÿ“ˆ Data to start your week

Cost of intelligence โ†“ Chinese tech โ†‘ Web defense โ†‘ Stock valuations โ†‘

Azeem Azhar and Hannah Petrovic
Sep 29, 2025
โˆ™ Paid

Hi all,

Hereโ€™s your Monday round-up of data driving conversations this week โ€“ 9 stats, in less than 250 words.

Letโ€™s go!


  1. GW goals โ†‘ OpenAI targets a 125-fold energy capacity expansion to 250 GW by 2033. Nvidia is investing $100 billion into OpenAI to roll out millions of Rubin GPUs across 10 GW of new data centers.

  2. Cost of intelligence โ†“ Frontier AI costs have fallen. Since o3โ€™s debut, theyโ€™ve dropped 64-fold with Grok 4 Fast.

  1. Chinese tech โ†‘ China is leading in 57 out of 64 critical technology categories, measured by its share of the top 10% of high-quality scientific publications.

  1. AI use in tech โ†‘ 90% of tech workers use AI at work.1

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