📈 Data to start your week

Silicon billions ↑ EU renewables ↑ ChatGPT grip ↓ Lab costs ↓

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. Silicon’s AI premium ↑ AI chips are expected to generate half of all chip revenue in 2026, despite making up just 0.2% of volume.

2. Driverless at scale ↑ Waymo raised $16 billion at a $126 billion valuation — more than most listed carmakers.

3. Apps, not models ↑ ~70% of AI builders are focused on vertical applications, not foundation models. Value is shifting up the stack.