Hi all,
Here’s your Monday round-up of data driving conversations this week in less than 250 words.
Let’s go!
Enterprise shift ↑ OpenAI’s enterprise customers now account for 40% of the business, up from 25% last year. We estimate that their enterprise revenue has grown roughly 5.8x year-on-year.
Compute squeeze ↑ Following the Claude 4.5 Opus launch, H100 rental prices hit a new 8-month high, up ~14% since November lows.
Humans reading documentation ↓ Almost half of traffic (48%) to developer documentation is now from AI, not humans.
