📈 Data to start your week

Cost of intelligence ↓ Chinese tech ↑ Web defense ↑ Stock valuations ↑

Hi all,

Here’s your Monday round-up of data driving conversations this week – 9 stats, in less than 250 words.

Let’s go!

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1. GW goals ↑ OpenAI targets a 125-fold energy 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 ↓ Frontier AI costs have fallen. Since o3’s debut, they’ve dropped 64-fold with Grok 4 Fast.

   

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

   

4. AI use in tech ↑ 90% of tech workers use AI at work.¹