📈 Data to start your week

AI companionship ↑ AI résumés ↑ Chinese engineers ↑

Hi all,

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

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1. Inference will dominate ↑ UBS and BofA forecast enterprise AI agents will drive compute demand sky-high, with inference overtaking training by 2026.

2. Workload shift ↑ Salesforce CEO Marc Benioff reports that AI now handles a substantial 30-50% of the company’s workload.

3. Claude’s companionship ↑ Anthropic finds 2.9% of Claude chats seek emotional advice or companionship; users finish slightly happier, hinting at an emergent market for LLM-based empathy.

   

   Chart made by Oscar Leo of Data Canvas

4. Résumé deluge ↑ Recruiters have seen a 45% surge in AI-generated résumés this year – it's reported that they receive an unprecedented 11,000 submissions per minute.