AI暴露的工人失业后求职需多等一个月

Hi,

Here’s the latest roundup of data signals across AI, energy & markets from Exponential View.

1. Anthropic’s place in the queue. Anthropic paid $3.4 billion to take over a supplier’s two-year-old order for 1.7GW of gas generators – the largest known power-equipment purchase by an AI lab.

2. VC in 2026 is about two giants. Take a16z out, and US fundraising looks much like 2025. Without SpaceX, this year’s exits are close to last year’s.

1. Memory hoarders. Apple’s memory inventory grew 2.5x year on year, helping build protection against memory cost increases.

1. Re-application slowdown. Workers let go of jobs in AI-exposed roles in 2025 took about a month longer than peers in other roles to get a new job.

Coming up: China’s chip bottleneck, AI & creativity, the ozone hole & paper mills.

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