链研社|AI First🔶💧
链研社|AI First🔶💧|Jul 31, 2026 15:41
Collected some data sources and updated a very valuable page on the website with AI cycle radar Solving a very practical problem: at which stage of the AI cycle market is it most likely to be deceived by just looking at a single indicator. OpenRouter usage is increasing, GPU rent is decreasing, OpenAI implied valuation is changing, and annualized ARR is growing. Even a single one cannot explain the whole picture clearly. The AI cycle radar twists these signals together and automatically determines whether they are positive expansion, expected overdraft, or indigestion of computing power There are OpenRouter requirements, H100 GPU spot rent, Binance OPENAI/ANTHROPIC implied valuation, AI company annualized revenue and chip shipments, as well as capital expenditures and credit scores of giants such as Microsoft and Google. The current conclusion is still positive expansion, but the short window is cooling down. Focus on two types of data: the top three state positioning and the red, yellow, and green three signal lights. It is clear at a glance what the states of Jevons demand, computing power inflection point, and pricing fundamentals are; Below are various data legs, if you want to be more serious, you can flip through the historical sequence yourself. Based on the data, it can be determined whether the real demand for AI is falling behind
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