HomeSupply-Demand Scenarios and the Cost Line
Compute Supply vs Compute Demand (Same Units, Millions of H100e)
Compute Supply vs Compute Demand (Same Units, Millions of H100e)#
Custom scenario version: converts your ARR path into compute demand and sets it against the supply line.Draft, pending review
How to read this chart
Same definitions as above: demand = your ARR ÷ efficiency-adjusted revenue per chip; the blue dashed band is the two supply estimates.
Source: FinSight compilation and estimates · Updated 2026-08-31
↩ This chart lives on the pages1-scenario-epoch-08