📈 Data to start your week
Exponential View Azeem Azhar
Nvidia's Grace-Blackwell GPU deployment remains slow with over 95% of units not yet deployed since December 2024. An AI model with 35 billion parameters now matches trillion-parameter models on long-horizon benchmarks using a different training approach. These advances suggest smaller, more efficient models may compete with larger systems across different tasks.
Why it matters
The coming supply shock; extreme heat; baby bust & growth boom++
