📈 Data to start your week

Companies embrace AI ↑ Bots read the docs ↑ America's share ↓ Treasury risk builds ↑

Hi all,

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

Let’s go!

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1. 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.

2. Compute squeeze ↑ Following the Claude 4.5 Opus launch, H100 rental prices hit a new 8-month high, up ~14% since November lows.

3. Humans reading documentation ↓ Almost half of traffic (48%) to developer documentation is now from AI, not humans.