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.
—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.