HomeSupply-Demand Scenarios and the Cost Line
Tightness Gauge: Annualized Revenue per H100e (History Plus Your Projection), Legend Hidden
Tightness Gauge: Annualized Revenue per H100e (History Plus Your Projection), Legend Hidden#
Custom scenario version: your ARR divided by both supply estimates; the diamonds mark when the path touches the breakeven line and the key threshold.Draft, pending review
How to read this chart
The solid and dotted yellow lines are the same ARR path divided by the two supply estimates; the thin brown line is their midpoint, and the diamonds mark when the midpoint reaches $4,500 and $5,600.
Source: FinSight compilation and estimates · Updated 2026-08-31
↩ This chart lives on the pages1-scenario-epoch-09