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The Markets Desk — Week 41 · Tue 6 Oct 2026
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
as of 2026-10-02
$1.79 an hour
1.79
1.752.002.252.502.753.00
25 Sept 20262 Oct 2026

Vast · since 26 Sept 2026

we gathered it

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.

Get it

The Book, once a month

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