📈 Data to start your week
mRNA & survival ↑ Alibaba’s Nvidia dependence ↓ Energy equality ↓
Hi all,
Here’s your Monday round-up of data driving conversations this week in less than 250 words.
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AI industrialization ↑ Anthropic has committed to 1 million Google TPUs to bring over 1GW of compute capacity online in 2026. Competition runs on gigawatts.
Parallel cloud emerging ↑ Neoclouds (AI and GPU-first) grew 205% YoY, on pace for $23 billion in 2025.
mRNA & cancer survival ↑ Getting an mRNA vaccine before immunotherapy boosted the three-year survival rate by 40-60% for lung cancer patients compared to no vaccine. Via
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