📈 Data to start your week

AI blackmail risk ↑ GPU shipments ↓ Humanoid robots ↑ OnlyFans earnings ↓ China’s R&D growth ↑

Hi all,

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

---

1. Anthropic AI blackmail test ↑. Claude Opus 4 AI attempted blackmail in 84% of scenarios when threatened with replacement.

2. xAI expansion ↑. Musk’s xAI is constructing a $25 billion supercomputer near Memphis, Tennessee, with 1 million GPUs – ten times the size of its initial build.

3. AI GPU growth revised downward ↓. JPMorgan cut AI GPU shipment forecasts for 2026 to +28% (from +38%) and for 2027 to +10% (from +17%), citing supply imbalances and shifting cloud provider strategies.