Silicon Data(@silicondata):Allegedly “the most important chart” for understanding the current state of the AI economy. The model layer seems to be going through a period of commodification as non-frontier models saturate everyday use while frontier models compete fiercely. Compute layer sees massive increase in total demand for compute regardless of the source or use case.

Silicon Data

@silicondata

Revolutionize compute markets through unparalleled data transparency, financial product innovation and market intelligence

Joined May 2024

27 Following 26K Followers

Silicon Data@silicondata

2026.10.10 20:37

Allegedly “the most important chart” for understanding the current state of the AI economy. The model layer seems to be going through a period of commodification as non-frontier models saturate everyday use while frontier models compete fiercely. Compute layer sees massive increase in total demand for compute regardless of the source or use case.