Issue 1 · October 2026

The Book

Once a month we put the pictures in one book and say what they mean.

Every number in it was read from a public source on the day it is dated, and nothing is filled in. A PDF and a CSV of the rows behind the charts.

GPU rental — What a chip costs by the hour
not fetched yet
we gathered it
0.000.250.500.751.00

Vast

The contents

What is in this issue

  • GPU rental — What a chip costs by the hourWhat an hour on a chip cost through the month.p.5
  • Models — Open-weight models released each dayHow many open-weight models were put out each day.p.5
  • Models — Which model people prefer in a blind voteWhich model people picked in a blind vote.p.6
  • Models — Where an AI app sits in the free chartWhere the AI apps sat in the free chart.p.6
  • Power — How much of the fleet is runningHow much of the American reactor fleet was running.p.7
  • Power — How hard California's grid is workingWhat the California grid was carrying.p.7
  • Power — How much power is waiting to connectHow much power is still waiting to be connected.p.8
  • Accelerators — How fast a system serves Llama 2 70BHow fast the fastest measured system serves a 70B model.p.8
The reads

Three reads

The only words in the book a machine did not write.

  • What the rental price did, and what it means

    Still to be written.

  • Power is the constraint, not chips

    Still to be written.

  • What I would watch next month

    Still to be written.

The move

What changed since last issue

  • GPU rental — What a chip costs by the hourNothing landed on this line this month.
  • Models — Open-weight models released each day250 open-weight models. New in this issue — nothing to compare it with yet.
  • Models — Which model people prefer in a blind vote1,508 Elo. New in this issue — nothing to compare it with yet.
  • Models — Where an AI app sits in the free chartnumber 2. New in this issue — nothing to compare it with yet.
  • Power — How much of the fleet is running91.8%. New in this issue — nothing to compare it with yet.
  • Power — How hard California's grid is working33,348 MW. New in this issue — nothing to compare it with yet.
  • Power — How much power is waiting to connect2,061 GW. New in this issue — nothing to compare it with yet.
  • Accelerators — How fast a system serves Llama 2 70B101,527 tokens a second. New in this issue — nothing to compare it with yet.
Get it

The Book, once a month

This issue
coming
The PDF and the CSV of the rows behind the charts.
A year
coming
Twelve issues, each one as it lands.

October 2026’s issue is not on sale yet. Every chart in it is already on the data pages, free, and will stay there.