A few folks reached out privately asking for a breakdown of this chart, so let's dive in and unpack it properly.

First off, the knee-jerk reaction might be: "Oh, this is just a post-COVID shift." Not quite. COVID's major impacts wrapped up around 2022, while ChatGPT and the broader AI boom really hit the headlines in 2023. So, timing-wise, that doesn't add up.

What we're looking at here isn't total servers installed or even the number of data centers built—it's total spending, in dollars. The Y-axis tells the story: raw capital outlay.

Now, you might wonder, "Servers and PCs cost about the same today as they did in 2022—where's all this extra money going?" The key insight? These aren't your standard data centers or everyday servers. We're talking AI data centers packed with specialized AI servers—like NVIDIA's B200, H200, and H100 GPUs. These beasts are exponentially more expensive than traditional hardware, which is exactly what creates that sharp "kink" in the chart.

Zoom in further, and you'll notice the monthly growth is remarkably linear. If you're familiar with manufacturing, this makes perfect sense: it mirrors TSMC's steady ramp-up in production capacity to churn out GPUs for NVIDIA. Supply chains don't scale overnight—they build predictably, and that's reflected here.

This chart essentially captures our project's core thesis in visual form. AI doesn't have to break the bank. There's already an oversupply of GPUs out there, and everything in AI—from training to inference—can be handled efficiently in a distributed way. We're all about running open-source models, sourcing hardware globally, and delivering massive bang for your buck. But it's bigger than cost savings: it's about true control, uncensored access, and ownership over your AI workflows. We build everything in the open and aim to be the premier platform for hosting, fine-tuning, and deploying models.

And what about the top line? Sure, you could frame it as "AI replacing humans." But we see the brighter side: AI supercharges productivity, making people 10x more efficient—without chaining them to an office desk. It's empowerment, not displacement.

What do you all think? Let us know in the comments.