Exponential View

Exponential View

๐Ÿ“ˆ Data to start your week

AI infrastructure spend โ†‘ Offices โ†“ Electricity sales โ†‘ Fossil fuels โ†“

Azeem Azhar
Aug 04, 2025
โˆ™ Paid

Hi all,

The much-loved Monday round-up of data is back. Short and sweet as always โ€“ the latest market indicators across AI and technology in less than 250 words.

If you like it, share it widely.


  1. InfrAI spend โ†‘ OpenAI plans to spend approximately $90 billion on server infrastructure between 2025 and 2027. Meanwhile, Alphabet, Microsoft, Amazon and Meta are set to spend nearly $400 billion on capital expenditure this year alone.

  2. Anthropic โ†‘ Their latest valuation is now $170 billion, 3x in just five months.

  3. AI summaries โ†‘ It is estimated that at least 13.5% of PubMed abstracts in 2024 were processed using LLMs.

  4. AI > Offices โ†‘ Data center construction spending in the US has more than doubled since ChatGPTโ€™s launch.

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