Exponential View

Exponential View

📈 Data to start your week

mRNA & survival ↑ Alibaba’s Nvidia dependence ↓ Energy equality ↓

Azeem Azhar
and
Hannah Petrovic
Oct 27, 2025
∙ Paid
23
2
Share

Hi all,

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

Let’s go!


  1. AI industrialization ↑ Anthropic has committed to 1 million Google TPUs to bring over 1GW of compute capacity online in 2026. Competition runs on gigawatts.

  2. Parallel cloud emerging ↑ Neoclouds (AI and GPU-first) grew 205% YoY, on pace for $23 billion in 2025.

  3. 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

    Eric Topol

Keep reading with a 7-day free trial

Subscribe to Exponential View to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 EPIIPLUS1 Ltd
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture