Monday, 6 October 2025

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📈 Data to start your week

⚡️$500B OpenA ↑ I Vibe working ↑ │ Batteries play grid boss ↑ │ PE > Big Mac stands

Azeem Azhar

Oct 6

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Hi all,

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

Let’s go!

Equity-for-silicon ↑ OpenAI will buy hundreds of thousands of AMD chips, equivalent to six gigawatts of compute capacity or roughly the maximum output of six full-size nuclear reactors. OpenAI will receive an option to acquire up to 10% of AMD.

*AMD shares jumped more than 35% in premarket trading. Source: Reuters*

Gigawatt hunger ↑ Citi estimates that AI computing demand will require an additional 55 GW of global power capacity by 2030 (a little lower than the UK’s installed capacity today), leading to $2.8 trillion in incremental global spending.
Battery storage as a power plant ↑ Batteries supplied over 20% of electricity demand for four straight hours after sunset in California last week. (h/t Nicolas Fulghum)