ECO-05: R corrected by a second explorer read (ETC era 6 reward 1.6384 ETC, USD 31.65 M a year; the first page stale); the cube re-run, the verdict unchanged RUN: FAIL; the package and registry carry the corrected R

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
This commit is contained in:
igneum-labs 2026-10-08 17:50:15 +00:00
parent be15f98fb3
commit 11f6289efd
10 changed files with 5422 additions and 12 deletions

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@ -75,7 +75,28 @@ not named.
coexistence model's seven-condition verdict (the board coexists, the die does not once built) is the operating
reading; ECO-05's envelope is the stricter new-entry reading, and the chain fails it as frozen.
## 1. The sustainability declaration as found (no specialist present)
## 0a. Amendment, 18:4x UK: the cube re-run at the corrected R (USD 31.65 M a year, the register's section 7a)
The second explorer read settled the reward at 1.6384 ETC (era 6 of ECIP-1017, confirmed from block 25,497,000's own
record) and R at USD 31.65 M a year, 1.54x below the first page's figure. The driver re-ran on build-4 at 18:48 UK at
both proving efficiencies (`sim/economy/coexist/out/eco05-cube-eff050-R31.65M.tsv` and `-eff0055-R31.65M.tsv`; the
first run's cubes stay beside them, labelled by their R). **The verdict is unchanged: RUN, FAIL.** What moved:
| Item | At R = USD 48.7 M (the first run) | At R = USD 31.65 M (corrected) |
|---|---|---|
| Sustainable worlds | one of sixteen: 10R at 0.03 (17 classes, 3 vendors, 100 percent) | one of sixteen: 10R at 0.03 (16 classes, 2 vendors, 100 percent; the equilibrium 948 micro-USD per MH/s-hour, 38 TH/s) |
| 4R at 0.03 | 14 to 15 classes, 1 vendor | 12 to 15 classes, 1 vendor |
| The envelope in the sustainable world (cells passing all three of 54) | die 0, hybrid 0, machine 0 | die 0, hybrid 0, machine 0 (the die's core passes in 3 cells, the USD 75 M development rows at life 1, which the standard forbids as a prop) |
| The boundary medians and best-core cells | as section 0.3 | identical (revenue-independent at zero development) |
| Adversarial row 2, the die taking the whole chain with USD 75 M charged, at R and 0.10 | median 2.7 | median 2.1 (the development term is larger against a smaller chain; still above 1.5 and the p90 8.0) |
| Every other adversarial row | | unchanged |
The one world that is sustainable at the corrected R is USD 316 M a year of miner revenue at 3 cents per kWh, which
is 10x a public GPU-mined chain's revenue at the cheapest tariff on the axis; the register's own reading of that world
(section 5, "sustainable expected" from R upward at 0.03 to 0.25) is contradicted by the driver at both values of R
and is reported as such.
## 1. The sustainability declaration as found (no specialist present; the first run at R = 48.7 M, the corrected run's rows in the TSV)
| Revenue | Tariff | Demand | Sustainable | r (micro-USD per MH/s-h) | GPU hash (TH/s) | Classes with positive entry | Vendors | Cohort above water |
|---|---|---|---|---|---|---|---|---|

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@ -104,6 +104,24 @@ sustainability verdict and its two counts), boundary tables (the tariff and reve
cell breaks 2.0 and by what term, hardware or power), the adversarial combinations beside the grid, and the model's
uncertainty (the die's ticket band, the modelled knees, the approximate prices) stated as a range on the median.
## 7a. Amendment, 18:4x UK: the second explorer read of R (the register's section 1 above is kept as frozen; this section records the correction and its minute)
| Item | Value | Source and date | Label |
|---|---|---|---|
| Block height | 25,497,034 | the Ethereum Classic Blockscout explorer's own stats endpoint, https://etc.blockscout.com/api/v2/stats, last updated 2026-10-08T17:47:09Z, read 18:4x UK | measured by the explorer |
| Average block time | 12.758 s | the same | measured by the explorer |
| ETC price | USD 7.81 | the same | point in time |
| **The block reward, from a block's own record** | **1.6384 ETC** (1,638,421,000,000,000,000 wei, "Miner Reward", block 25,497,000, timestamp 2026-10-08T17:17:59Z) | https://etc.blockscout.com/api/v2/blocks/25497000, read 18:4x UK | measured by the explorer |
| The 5M20 question, settled | ETC's ECIP-1017 reduction (20 percent every 5,000,000 blocks) is in force: era 6 began at block 25,000,000 (about June 2026 at 12.8 s blocks) with 5 x 0.8^5 = 1.6384 ETC; the first page's 2.56 was era 4's figure (blocks 15 M to 20 M) and its "no halving schedule" line was wrong | arithmetic on ECIP-1017 against the explorer's block | settled |
| Blocks a year | 31,557,600 / 12.758 = 2,473,554 | arithmetic | modelled |
| ETC minted a year | 2,473,554 x 1.6384 = 4,052,672 ETC | arithmetic | modelled |
| **R, corrected** | **USD 31.65 M a year** (4,052,672 x 7.81); USD 86,700 a day; the first page's USD 48.7 M was 1.54x too high | arithmetic on the explorer's figures | modelled |
| The implied IGN price at R | USD 0.041 per IGN (0.77 B to miners); 0.010 / 0.164 / 0.411 at 0.25R / 4R / 10R | the spec's constant | modelled |
| The remaining limitation on R | a point-in-time price times a year's emission at today's reward, not a trailing sum over a year in which the reward fell from 2.048 to 1.6384 at block 25 M and the price ranged USD 6.5 to 8.8; a trailing sum would read about USD 35 M to 45 M | approximate | stated, not BLOCKED |
The grid, the envelope, the rule and the declaration are unchanged; the cube is re-run at the corrected R (section
0a of `eco-05-results.md`) and both runs are published.
## 8. What is BLOCKED
- The ETC page's "no halving schedule" against ETC's published 5M20 schedule: R is carried at the page's reward and

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@ -659,7 +659,7 @@ The revenue reference R, sourced: Ethereum Classic's trailing-year miner revenue
**The envelope in the one sustainable world (54 cells per specialist):** the die 6 / 0 / 0 of 54 on the median / p90 / core lines and 0 on all three (medians 1.03 to 11.7; the 1.03 only where USD 75 M of development is charged against a one-year fleet, which the standard forbids as a prop); the hybrid 12 / 0 / 6, 0 on all three; the GDDR7 machine 21 / 0 / 12, 0 on all three. The p90 fails everywhere because the cohort's dearest entrants (the hosted H100, the used A100, the Mac, the used 3090) sit 9x to 50x above any specialist. The boundaries (life 3, zero development, private, normal demand; revenue-independent at zero development): the medians at 0.03 / 0.10 / 0.25 / 0.40 the die 9.8 / 7.4 / 5.8 / 5.3, the hybrid 5.1 / 4.6 / 4.1 / 3.9, the machine 3.2 / 3.1 / 3.0 / 2.9; the best core cell (the 5090 at 0.03, the 5080 above it) the die 5.1 to 2.7, the hybrid 2.7 to 2.0, the machine 1.70 / 1.63 / 1.51 / 1.46, the one cell class inside the envelope anywhere. Why: the cohort's median new entrant at MSRP (a used 3080 or 3060, the 4070: 940 to 2,558 micro-USD) is 2x to 3x the best Blackwell entrant (493 to 656) on its own joules and hardware, so no specialist within 1.5x of the best card can be within 1.5x of the median. The adversarial rows at R: the die at USD 0.5 a node ahead at 0.03 against GPUs at 0.40, median 42 and p90 95 (the worst in the cube); the die taking the whole chain with USD 75 M charged, 2.7; hardware sales at zero development 5.9; the GPU entrant at street 7.1; a 1.5x GPU generation against the die a node ahead 8.0; the die at 1.6, 6.4; the machine against street prices at 0.25, 2.9; the heterogeneous tariff (the specialist at 0.03) the die 9.8 to 26.7, the hybrid 5.1 to 13.9, the machine 3.2 to 8.8 across the GPU tariffs; the measured 5.5 percent proving efficiency changes no ratio and no sustainability verdict.
**What the failure does and does not rest on:** not a small network (the one sustainable world is the largest), not token appreciation (the ratios are revenue-independent at zero development), not chip death (the rotation enters nowhere); it rests on the measured energy of the AMD, Intel and older NVIDIA classes on this hash and on the standard's cohort-wide new-entry median at MSRP as the test. The coexistence model's seven-condition verdict (the board coexists, the die does not once built; 10.0q to 10.0t) is the operating reading; ECO-05's envelope is the stricter new-entry reading, and the chain fails it as frozen. The boundary, stated as the question it is: the DRAM machine would pass only against a Blackwell-only cohort, which cannot be chosen after the fact; the die and the hybrid against no cohort of today's cards. **What this means for the design, in one line: the class's per-joule gap between vendors (the AMD random-read ceiling, the Intel energy) is now a measured failure of the chain's own commodity participation under the standard, ahead of any chip, and the work that moves it is the hash's energy on AMD and Intel cards (the vendor-specific kernels and operating points, the ADLX and Intel levers), not another layer against a chip.** Owed before G4: a second explorer read of R; the RX 7600's own knee and the B580's metered watts (the two BLOCKED core rows); the independent reviewer's adversarial rows on the package tomorrow. The ECO-08 package: eight scripts, five input files with sources and labels, the README with the run commands and the frozen criteria, the ECO-01 fixtures ALL OK on build-4; the two scripts that read coexist2.py from /tmp on the box now read it from beside themselves (this lane's one-line fix at the landing).
**What the failure does and does not rest on:** not a small network (the one sustainable world is the largest), not token appreciation (the ratios are revenue-independent at zero development), not chip death (the rotation enters nowhere); it rests on the measured energy of the AMD, Intel and older NVIDIA classes on this hash and on the standard's cohort-wide new-entry median at MSRP as the test. The coexistence model's seven-condition verdict (the board coexists, the die does not once built; 10.0q to 10.0t) is the operating reading; ECO-05's envelope is the stricter new-entry reading, and the chain fails it as frozen. The boundary, stated as the question it is: the DRAM machine would pass only against a Blackwell-only cohort, which cannot be chosen after the fact; the die and the hybrid against no cohort of today's cards. **What this means for the design, in one line: the class's per-joule gap between vendors (the AMD random-read ceiling, the Intel energy) is now a measured failure of the chain's own commodity participation under the standard, ahead of any chip, and the work that moves it is the hash's energy on AMD and Intel cards (the vendor-specific kernels and operating points, the ADLX and Intel levers), not another layer against a chip.** The second explorer read of R is done (lane 3 at 80178b3b, 18:49 UK): the Ethereum Classic Blockscout explorer's own stats endpoint and block 25,497,000's record carry a miner reward of 1.6384 ETC (ECIP-1017's era 6 from block 25,000,000, about June 2026), an average block time of 12.758 s and USD 7.81, so the first page's 2.56 ETC was era 4's stale figure and its "no halving schedule" line was wrong; R corrected to USD 31.65 M a year (the implied IGN price at R USD 0.041), the frozen section kept and the correction recorded with its minute; the cube re-run at the corrected R on both efficiencies: the verdict unchanged, RUN, FAIL (the one sustainable world still 10R at 0.03, now USD 316 M a year; 0 of 54 cells per specialist pass all three lines; the boundary medians identical, being revenue-independent at zero development; the only adversarial row that moved is the die taking the whole chain with USD 75 M charged, 2.7 to 2.1). Owed before G4: the RX 7600's own knee and the B580's metered watts (the two BLOCKED core rows, asked of the hash lane for 09:00 UK); the independent reviewer's adversarial rows on the package tomorrow. The ECO-08 package: eight scripts, five input files with sources and labels, the README with the run commands and the frozen criteria, the ECO-01 fixtures ALL OK on build-4; the two scripts that read coexist2.py from /tmp on the box now read it from beside themselves (this lane's one-line fix at the landing).
#### 10.0d The rotation schedule the close adopts (the rotation lane, `docs/design/class-rotation-four-layers.md` on class-v6-rotation at bd43f808, build-3, gate green, 14:4x UK; one line per layer; both of this document's constraints held: the 180-day family epoch not shorter, W = 4 not drawn)

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@ -1342,7 +1342,7 @@
"evidence_path": "docs/analysis/class-v6/eco-05-scenarios.md (the register frozen 18:37 UK before any result); docs/analysis/class-v6/eco-05-results.md (the cube, 18:43 UK: FAIL against the frozen envelope in the sustainable worlds, nothing weakened, the failure regions explicit); sim/economy/coexist/out/eco05-cube-eff050.tsv and eff0055.tsv (2,592 cells each)",
"run_id": "counter-asic-4 landing of 8 October 2026, 21:00 UK (the sha in the landing record)",
"run_owner": "research lane (D4) with floor lane 3; economics modelled, independent review open",
"run_note": "the failure rests on the measured energy of the AMD, Intel and older NVIDIA classes on this hash (4x to 6x a Blackwell card per joule) and on the cohort-wide new-entry median at MSRP; not on a small network, appreciation or chip death; owed before G4: a second explorer read of R, the RX 7600 knee and the B580 metered watts (the two BLOCKED core rows), the independent review"
"run_note": "R corrected by a second explorer read (etc.blockscout.com stats and block 25497000, 18:49 UK): ECIP-1017 era 6 reward 1.6384 ETC, R = USD 31.65 M a year (the first page was era 4 stale); the cube re-run at the corrected R, the verdict unchanged RUN: FAIL; the failure rests on the measured energy of the AMD, Intel and older NVIDIA classes on this hash and on the cohort-wide new-entry median at MSRP; owed before G4: the RX 7600 knee and the B580 metered watts (the two BLOCKED core rows), the independent review"
},
{
"id": "ECO-06",

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@ -16,8 +16,9 @@ Written 8 October 2026, branch `class-v6-floor-sram`. Python 3.10 or later, no p
python3 floor_sram.py # the floor lane's levers (floor/sram-and-floor.md sections 2 to 5)
python3 opsim.py 0.5 # the operator simulation at the assumed proving efficiency; 0.055 = the measured day;
# argv: PROVE_EFF SCALE SPIKE INT_CONGESTION (see the docstring)
python3 eco05.py 0.5 > out/eco05-cube-eff050.tsv # ECO-05: the frozen grid plus the adversarial combinations
python3 eco05.py 0.055 > out/eco05-cube-eff0055.tsv
python3 eco05.py 0.5 31.65e6 > out/eco05-cube-eff050-R31.65M.tsv # ECO-05: the frozen grid plus the adversarial combinations; argv: PROVE_EFF R_USD
python3 eco05.py 0.055 31.65e6 > out/eco05-cube-eff0055-R31.65M.tsv
python3 eco05.py 0.5 48.7e6 > out/eco05-cube-eff050.tsv # the first run at the superseded R (kept, labelled)
`hybrid.py` and `market.py` read `coexist2.py` from `/tmp/coexist2.py` as written for the build box; copy it there or
edit the path at the top of each (one line). Outputs regenerate `out/`.

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@ -6,7 +6,7 @@ a summary per world, the boundary tables and the failed-world explanations. Runs
"""
import math, sys, json
H = 8766.0; ACCEPT = 0.97; FEE = 0.01; WEAR = 0.05; FAIL = 0.03; HOST_FARM = 0.02
R_USD = 48.7e6 # the register's R (ETC, 8 October 2026)
R_USD = float(sys.argv[2]) if len(sys.argv) > 2 else 31.65e6 # the register's R as amended by the second explorer read (ETC era 6, 1.6384 ETC per 12.758 s block at USD 7.81, 8 October 2026); 48.7e6 was the first page's stale era-4 figure
MINER_Y1 = 0.77e9 # IGN to miners in year 1
REV = {"0.25R": 0.25, "R": 1.0, "4R": 4.0, "10R": 10.0}
TARIFF = (0.03, 0.10, 0.25, 0.40)

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@ -1,12 +1,12 @@
{
"_source": "docs/analysis/class-v6/eco-05-scenarios.md (frozen 8 October 2026 18:37 UK)",
"R_usd_per_year": 48700000.0,
"R_source": "https://miningboard.com/mining/ethereum-classic/halving read 2026-10-08 18:3x UK: 2.56 ETC per 13.0 s block, USD 7.83",
"R_usd_per_year": 31650000.0,
"R_source": "second explorer read, settled: https://etc.blockscout.com/api/v2/stats (block 25,497,034, average block time 12.758 s, USD 7.81, updated 2026-10-08T17:47:09Z) and https://etc.blockscout.com/api/v2/blocks/25497000 (Miner Reward 1,638,421,000,000,000,000 wei = 1.6384 ETC, ECIP-1017 era 6); the first page's 2.56 ETC and USD 48.7 M (https://miningboard.com/mining/ethereum-classic/halving, read 2026-10-08) was era 4's stale reward and is superseded",
"R_range_usd": [
40000000.0,
55000000.0
35000000.0,
45000000.0
],
"ign_price_implied_at_R": 0.063,
"ign_price_implied_at_R": 0.041,
"revenue_multipliers": [
0.25,
1,
@ -43,5 +43,8 @@
"p90_max": 1.75,
"core_cell_max": 2.0
},
"sustainability_rule": "at the GPU side's own equilibrium: at least 3 purchasable configurations across at least 2 vendors with positive new-entry economics at MSRP, and at least 75 percent of the entry cohort by installed count with positive marginal operating economics"
"sustainability_rule": "at the GPU side's own equilibrium: at least 3 purchasable configurations across at least 2 vendors with positive new-entry economics at MSRP, and at least 75 percent of the entry cohort by installed count with positive marginal operating economics",
"R_first_read_superseded_usd": 48700000.0,
"R_range_note": "a trailing sum over the year (reward 2.048 to 1.6384 at block 25 M, price USD 6.5 to 8.8) would read about USD 35 M to 45 M; R is the point-in-time figure",
"_amended": "2026-10-08 18:4x UK, the register's section 7a; the frozen grid, envelope and rule unchanged"
}

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@ -0,0 +1,181 @@
SUSTAIN revenue tariff demand sustainable r_uUSD gpu_TH n_entry n_vendors op_ok_pct
SUSTAIN 0.25R 0.03 none 0 282 3.20 7 1 95
SUSTAIN 0.25R 0.03 normal 0 282 3.20 9 1 95
SUSTAIN 0.25R 0.03 spiking 0 282 3.20 13 1 95
SUSTAIN 0.25R 0.1 none 0 418 2.16 7 1 45
SUSTAIN 0.25R 0.1 normal 0 418 2.16 9 1 91
SUSTAIN 0.25R 0.1 spiking 0 418 2.16 13 1 91
SUSTAIN 0.25R 0.25 none 0 660 1.37 6 1 39
SUSTAIN 0.25R 0.25 normal 0 660 1.37 9 1 45
SUSTAIN 0.25R 0.25 spiking 0 660 1.37 13 1 91
SUSTAIN 0.25R 0.4 none 0 899 1.00 4 1 36
SUSTAIN 0.25R 0.4 normal 0 899 1.00 7 1 41
SUSTAIN 0.25R 0.4 spiking 0 899 1.00 13 1 91
SUSTAIN R 0.03 none 0 402 8.99 8 1 95
SUSTAIN R 0.03 normal 0 402 8.99 10 1 95
SUSTAIN R 0.03 spiking 0 402 8.99 15 1 95
SUSTAIN R 0.1 none 0 535 6.75 8 1 68
SUSTAIN R 0.1 normal 0 535 6.75 10 1 91
SUSTAIN R 0.1 spiking 0 535 6.75 15 1 91
SUSTAIN R 0.25 none 0 749 5.10 8 1 45
SUSTAIN R 0.25 normal 0 749 5.10 10 1 68
SUSTAIN R 0.25 spiking 0 749 5.10 15 1 91
SUSTAIN R 0.4 none 0 1014 4.70 8 1 45
SUSTAIN R 0.4 normal 0 1014 4.70 10 1 45
SUSTAIN R 0.4 spiking 0 1014 4.70 15 1 91
SUSTAIN 4R 0.03 none 0 686 21.06 12 1 99
SUSTAIN 4R 0.03 normal 0 686 21.06 15 1 99
SUSTAIN 4R 0.03 spiking 0 686 21.06 15 1 99
SUSTAIN 4R 0.1 none 0 822 17.58 11 1 95
SUSTAIN 4R 0.1 normal 0 822 17.58 14 1 95
SUSTAIN 4R 0.1 spiking 0 822 17.58 15 1 95
SUSTAIN 4R 0.25 none 0 1049 13.76 11 1 57
SUSTAIN 4R 0.25 normal 0 1049 13.76 12 1 68
SUSTAIN 4R 0.25 spiking 0 1049 13.76 15 1 91
SUSTAIN 4R 0.4 none 0 1315 10.99 11 1 46
SUSTAIN 4R 0.4 normal 0 1315 10.99 12 1 58
SUSTAIN 4R 0.4 spiking 0 1315 10.99 15 1 92
SUSTAIN 10R 0.03 none 1 948 38.44 16 2 100
SUSTAIN 10R 0.03 normal 1 948 38.44 16 2 100
SUSTAIN 10R 0.03 spiking 1 948 38.44 16 2 100
SUSTAIN 10R 0.1 none 0 1246 33.02 14 1 100
SUSTAIN 10R 0.1 normal 0 1246 33.02 15 1 100
SUSTAIN 10R 0.1 spiking 0 1246 33.02 15 1 100
SUSTAIN 10R 0.25 none 0 1599 23.42 13 1 92
SUSTAIN 10R 0.25 normal 0 1599 23.42 14 1 92
SUSTAIN 10R 0.25 spiking 0 1599 23.42 15 1 92
SUSTAIN 10R 0.4 none 0 1982 18.21 12 1 69
SUSTAIN 10R 0.4 normal 0 1982 18.21 13 1 69
SUSTAIN 10R 0.4 spiking 0 1982 18.21 15 1 92
SUMMARY spec sustainable_worlds pass_all pass_median pass_p90 pass_core median_min median_max core_max_max
SUMMARY die 54 0 6 0 3 0.95 11.74 23.59
SUMMARY hybrid 54 0 12 0 6 0.65 6.75 13.55
SUMMARY board 54 0 21 0 12 0.48 4.41 8.86
BOUNDARY spec revenue tariff_0.03 tariff_0.10 tariff_0.25 tariff_0.40 (median ratio; life 3, dev zero, private, normal demand; * = sustainable)
BOUNDARY die 0.25R 9.80 7.38 5.80 5.26 | consumer-16 median 9.28 / 7.22 / 5.55 / 4.88 | best core 5.14 / 3.87 / 2.98 / 2.67
BOUNDARY die R 9.80 7.38 5.80 5.26 | consumer-16 median 9.28 / 7.22 / 5.55 / 4.88 | best core 5.14 / 3.87 / 2.98 / 2.67
BOUNDARY die 4R 9.80 7.38 5.80 5.26 | consumer-16 median 9.28 / 7.22 / 5.55 / 4.88 | best core 5.14 / 3.87 / 2.98 / 2.67
BOUNDARY die 10R 9.80* 7.38 5.80 5.26 | consumer-16 median 9.28 / 7.22 / 5.55 / 4.88 | best core 5.14 / 3.87 / 2.98 / 2.67
BOUNDARY hybrid 0.25R 5.12 4.61 4.13 3.94 | consumer-16 median 4.84 / 4.51 / 3.95 / 3.66 | best core 2.68 / 2.42 / 2.12 / 2.00
BOUNDARY hybrid R 5.12 4.61 4.13 3.94 | consumer-16 median 4.84 / 4.51 / 3.95 / 3.66 | best core 2.68 / 2.42 / 2.12 / 2.00
BOUNDARY hybrid 4R 5.12 4.61 4.13 3.94 | consumer-16 median 4.84 / 4.51 / 3.95 / 3.66 | best core 2.68 / 2.42 / 2.12 / 2.00
BOUNDARY hybrid 10R 5.12* 4.61 4.13 3.94 | consumer-16 median 4.84 / 4.51 / 3.95 / 3.66 | best core 2.68 / 2.42 / 2.12 / 2.00
BOUNDARY board 0.25R 3.24 3.11 2.95 2.88 | consumer-16 median 3.07 / 3.04 / 2.82 / 2.67 | best core 1.70 / 1.63 / 1.51 / 1.46
BOUNDARY board R 3.24 3.11 2.95 2.88 | consumer-16 median 3.07 / 3.04 / 2.82 / 2.67 | best core 1.70 / 1.63 / 1.51 / 1.46
BOUNDARY board 4R 3.24 3.11 2.95 2.88 | consumer-16 median 3.07 / 3.04 / 2.82 / 2.67 | best core 1.70 / 1.63 / 1.51 / 1.46
BOUNDARY board 10R 3.24* 3.11 2.95 2.88 | consumer-16 median 3.07 / 3.04 / 2.82 / 2.67 | best core 1.70 / 1.63 / 1.51 / 1.46
HETERO spec revenue gpu_tariff median p90 core_max (specialist at 0.03; life 3, dev zero, private, normal)
HETERO die 0.25R 0.03 9.80 49.65 19.69
HETERO die 0.25R 0.1 13.07 50.94 23.12
HETERO die 0.25R 0.25 19.84 53.71 37.40
HETERO die 0.25R 0.4 26.68 60.20 54.33
HETERO die R 0.03 9.80 49.65 19.69
HETERO die R 0.1 13.07 50.94 23.12
HETERO die R 0.25 19.84 53.71 37.40
HETERO die R 0.4 26.68 60.20 54.33
HETERO die 4R 0.03 9.80 49.65 19.69
HETERO die 4R 0.1 13.07 50.94 23.12
HETERO die 4R 0.25 19.84 53.71 37.40
HETERO die 4R 0.4 26.68 60.20 54.33
HETERO die 10R 0.03 9.80 49.65 19.69
HETERO die 10R 0.1 13.07 50.94 23.12
HETERO die 10R 0.25 19.84 53.71 37.40
HETERO die 10R 0.4 26.68 60.20 54.33
HETERO hybrid 0.25R 0.03 5.12 25.92 10.28
HETERO hybrid 0.25R 0.1 6.82 26.59 12.07
HETERO hybrid 0.25R 0.25 10.36 28.04 19.52
HETERO hybrid 0.25R 0.4 13.93 31.43 28.37
HETERO hybrid R 0.03 5.12 25.92 10.28
HETERO hybrid R 0.1 6.82 26.59 12.07
HETERO hybrid R 0.25 10.36 28.04 19.52
HETERO hybrid R 0.4 13.93 31.43 28.37
HETERO hybrid 4R 0.03 5.12 25.92 10.28
HETERO hybrid 4R 0.1 6.82 26.59 12.07
HETERO hybrid 4R 0.25 10.36 28.04 19.52
HETERO hybrid 4R 0.4 13.93 31.43 28.37
HETERO hybrid 10R 0.03 5.12 25.92 10.28
HETERO hybrid 10R 0.1 6.82 26.59 12.07
HETERO hybrid 10R 0.25 10.36 28.04 19.52
HETERO hybrid 10R 0.4 13.93 31.43 28.37
HETERO board 0.25R 0.03 3.24 16.43 6.52
HETERO board 0.25R 0.1 4.33 16.86 7.65
HETERO board 0.25R 0.25 6.57 17.78 12.38
HETERO board 0.25R 0.4 8.83 19.92 17.98
HETERO board R 0.03 3.24 16.43 6.52
HETERO board R 0.1 4.33 16.86 7.65
HETERO board R 0.25 6.57 17.78 12.38
HETERO board R 0.4 8.83 19.92 17.98
HETERO board 4R 0.03 3.24 16.43 6.52
HETERO board 4R 0.1 4.33 16.86 7.65
HETERO board 4R 0.25 6.57 17.78 12.38
HETERO board 4R 0.4 8.83 19.92 17.98
HETERO board 10R 0.03 3.24 16.43 6.52
HETERO board 10R 0.1 4.33 16.86 7.65
HETERO board 10R 0.25 6.57 17.78 12.38
HETERO board 10R 0.4 8.83 19.92 17.98
ADV combination spec revenue median p90 core_max sustainable
ADV 1 die at USD 0.5, a node ahead, dev zero, private, GPU 0.40 vs specialist 0.03 die R 42.14 95.10 85.83 0
ADV 2 die taking the whole chain (dev USD 75 M over 100 pct), private, 0.10 die R 2.06 8.02 3.64 0
ADV 3 hardware sales at zero development, die, 0.10 die R 5.89 22.95 10.41 0
ADV 4 GPU entrant at street, die at 1.0, 0.10 die R 7.10 28.79 12.31 0
ADV 5 GPU generation 1.5x vs die a node ahead, 0.10 die R 8.03 35.21 15.03 0
ADV 6 spiking demand at the measured 5.5 pct proving efficiency, die, 0.10 die R (run with argv[1] = 0.055)
ADV 7 die at USD 1.6 (the dear end), 0.10 die R 6.41 24.97 11.33 0
ADV 8 board at street GPU prices, 0.25 board R 2.90 7.98 5.66 0
ADV 1 die at USD 0.5, a node ahead, dev zero, private, GPU 0.40 vs specialist 0.03 die 4R 42.14 95.10 85.83 0
ADV 2 die taking the whole chain (dev USD 75 M over 100 pct), private, 0.10 die 4R 3.70 14.42 6.55 0
ADV 3 hardware sales at zero development, die, 0.10 die 4R 5.89 22.95 10.41 0
ADV 4 GPU entrant at street, die at 1.0, 0.10 die 4R 7.10 28.79 12.31 0
ADV 5 GPU generation 1.5x vs die a node ahead, 0.10 die 4R 8.03 35.21 15.03 0
ADV 6 spiking demand at the measured 5.5 pct proving efficiency, die, 0.10 die 4R (run with argv[1] = 0.055)
ADV 7 die at USD 1.6 (the dear end), 0.10 die 4R 6.41 24.97 11.33 0
ADV 8 board at street GPU prices, 0.25 board 4R 2.90 7.98 5.66 0
EXPLAIN spec revenue tariff worst_core_class ratio gpu_entrant_uUSD spec_uUSD spec_hw spec_pw median_class median_gpu_uUSD best_core proving_income
EXPLAIN die 0.25R 0.03 RTX 3090 (used) 19.69 1889 96 43 52 RTX 3080 (used) 940 best core RTX 5090 5.14 (493) proving income best core 604 uUSD/MH/s-h
EXPLAIN die 0.25R 0.1 RTX 3090 (used) 13.06 2217 170 43 125 RTX 3060 (used) 1254 best core RTX 5080 3.87 (656) proving income best core 901 uUSD/MH/s-h
EXPLAIN die 0.25R 0.25 Intel Arc B580 10.93 3587 328 43 282 RTX 3080 (used) 1902 best core RTX 5080 2.98 (978) proving income best core 901 uUSD/MH/s-h
EXPLAIN die 0.25R 0.4 Intel Arc B580 10.72 5211 486 43 439 RTX 3080 (used) 2558 best core RTX 5080 2.67 (1300) proving income best core 901 uUSD/MH/s-h
EXPLAIN die R 0.03 RTX 3090 (used) 19.69 1889 96 43 52 RTX 3080 (used) 940 best core RTX 5090 5.14 (493) proving income best core 1965 uUSD/MH/s-h
EXPLAIN die R 0.1 RTX 3090 (used) 13.06 2217 170 43 125 RTX 3060 (used) 1254 best core RTX 5080 3.87 (656) proving income best core 2929 uUSD/MH/s-h
EXPLAIN die R 0.25 Intel Arc B580 10.93 3587 328 43 282 RTX 3080 (used) 1902 best core RTX 5080 2.98 (978) proving income best core 2929 uUSD/MH/s-h
EXPLAIN die R 0.4 Intel Arc B580 10.72 5211 486 43 439 RTX 3080 (used) 2558 best core RTX 5080 2.67 (1300) proving income best core 2929 uUSD/MH/s-h
EXPLAIN die 4R 0.03 RTX 3090 (used) 19.69 1889 96 43 52 RTX 3080 (used) 940 best core RTX 5090 5.14 (493) proving income best core 7406 uUSD/MH/s-h
EXPLAIN die 4R 0.1 RTX 3090 (used) 13.06 2217 170 43 125 RTX 3060 (used) 1254 best core RTX 5080 3.87 (656) proving income best core 11042 uUSD/MH/s-h
EXPLAIN die 4R 0.25 Intel Arc B580 10.93 3587 328 43 282 RTX 3080 (used) 1902 best core RTX 5080 2.98 (978) proving income best core 11042 uUSD/MH/s-h
EXPLAIN die 4R 0.4 Intel Arc B580 10.72 5211 486 43 439 RTX 3080 (used) 2558 best core RTX 5080 2.67 (1300) proving income best core 11042 uUSD/MH/s-h
EXPLAIN die 10R 0.03 RTX 3090 (used) 19.69 1889 96 43 52 RTX 3080 (used) 940 best core RTX 5090 5.14 (493) proving income best core 18289 uUSD/MH/s-h
EXPLAIN die 10R 0.1 RTX 3090 (used) 13.06 2217 170 43 125 RTX 3060 (used) 1254 best core RTX 5080 3.87 (656) proving income best core 27268 uUSD/MH/s-h
EXPLAIN die 10R 0.25 Intel Arc B580 10.93 3587 328 43 282 RTX 3080 (used) 1902 best core RTX 5080 2.98 (978) proving income best core 27268 uUSD/MH/s-h
EXPLAIN die 10R 0.4 Intel Arc B580 10.72 5211 486 43 439 RTX 3080 (used) 2558 best core RTX 5080 2.67 (1300) proving income best core 27268 uUSD/MH/s-h
EXPLAIN hybrid 0.25R 0.03 RTX 3090 (used) 10.28 1889 184 120 62 RTX 3080 (used) 940 best core RTX 5090 2.68 (493) proving income best core 604 uUSD/MH/s-h
EXPLAIN hybrid 0.25R 0.1 RTX 3090 (used) 8.16 2217 272 120 149 RTX 3060 (used) 1254 best core RTX 5080 2.42 (656) proving income best core 901 uUSD/MH/s-h
EXPLAIN hybrid 0.25R 0.25 Intel Arc B580 7.79 3587 460 120 336 RTX 3080 (used) 1902 best core RTX 5080 2.12 (978) proving income best core 901 uUSD/MH/s-h
EXPLAIN hybrid 0.25R 0.4 Intel Arc B580 8.03 5211 649 120 523 RTX 3080 (used) 2558 best core RTX 5080 2.00 (1300) proving income best core 901 uUSD/MH/s-h
EXPLAIN hybrid R 0.03 RTX 3090 (used) 10.28 1889 184 120 62 RTX 3080 (used) 940 best core RTX 5090 2.68 (493) proving income best core 1965 uUSD/MH/s-h
EXPLAIN hybrid R 0.1 RTX 3090 (used) 8.16 2217 272 120 149 RTX 3060 (used) 1254 best core RTX 5080 2.42 (656) proving income best core 2929 uUSD/MH/s-h
EXPLAIN hybrid R 0.25 Intel Arc B580 7.79 3587 460 120 336 RTX 3080 (used) 1902 best core RTX 5080 2.12 (978) proving income best core 2929 uUSD/MH/s-h
EXPLAIN hybrid R 0.4 Intel Arc B580 8.03 5211 649 120 523 RTX 3080 (used) 2558 best core RTX 5080 2.00 (1300) proving income best core 2929 uUSD/MH/s-h
EXPLAIN hybrid 4R 0.03 RTX 3090 (used) 10.28 1889 184 120 62 RTX 3080 (used) 940 best core RTX 5090 2.68 (493) proving income best core 7406 uUSD/MH/s-h
EXPLAIN hybrid 4R 0.1 RTX 3090 (used) 8.16 2217 272 120 149 RTX 3060 (used) 1254 best core RTX 5080 2.42 (656) proving income best core 11042 uUSD/MH/s-h
EXPLAIN hybrid 4R 0.25 Intel Arc B580 7.79 3587 460 120 336 RTX 3080 (used) 1902 best core RTX 5080 2.12 (978) proving income best core 11042 uUSD/MH/s-h
EXPLAIN hybrid 4R 0.4 Intel Arc B580 8.03 5211 649 120 523 RTX 3080 (used) 2558 best core RTX 5080 2.00 (1300) proving income best core 11042 uUSD/MH/s-h
EXPLAIN hybrid 10R 0.03 RTX 3090 (used) 10.28 1889 184 120 62 RTX 3080 (used) 940 best core RTX 5090 2.68 (493) proving income best core 18289 uUSD/MH/s-h
EXPLAIN hybrid 10R 0.1 RTX 3090 (used) 8.16 2217 272 120 149 RTX 3060 (used) 1254 best core RTX 5080 2.42 (656) proving income best core 27268 uUSD/MH/s-h
EXPLAIN hybrid 10R 0.25 Intel Arc B580 7.79 3587 460 120 336 RTX 3080 (used) 1902 best core RTX 5080 2.12 (978) proving income best core 27268 uUSD/MH/s-h
EXPLAIN hybrid 10R 0.4 Intel Arc B580 8.03 5211 649 120 523 RTX 3080 (used) 2558 best core RTX 5080 2.00 (1300) proving income best core 27268 uUSD/MH/s-h
EXPLAIN board 0.25R 0.03 RTX 3090 (used) 6.52 1889 290 207 80 RTX 3080 (used) 940 best core RTX 5090 1.70 (493) proving income best core 604 uUSD/MH/s-h
EXPLAIN board 0.25R 0.1 RTX 3090 (used) 5.50 2217 403 207 192 RTX 3060 (used) 1254 best core RTX 5080 1.63 (656) proving income best core 901 uUSD/MH/s-h
EXPLAIN board 0.25R 0.25 Intel Arc B580 5.56 3587 646 207 432 RTX 3080 (used) 1902 best core RTX 5080 1.51 (978) proving income best core 901 uUSD/MH/s-h
EXPLAIN board 0.25R 0.4 Intel Arc B580 5.87 5211 888 207 673 RTX 3080 (used) 2558 best core RTX 5080 1.46 (1300) proving income best core 901 uUSD/MH/s-h
EXPLAIN board R 0.03 RTX 3090 (used) 6.52 1889 290 207 80 RTX 3080 (used) 940 best core RTX 5090 1.70 (493) proving income best core 1965 uUSD/MH/s-h
EXPLAIN board R 0.1 RTX 3090 (used) 5.50 2217 403 207 192 RTX 3060 (used) 1254 best core RTX 5080 1.63 (656) proving income best core 2929 uUSD/MH/s-h
EXPLAIN board R 0.25 Intel Arc B580 5.56 3587 646 207 432 RTX 3080 (used) 1902 best core RTX 5080 1.51 (978) proving income best core 2929 uUSD/MH/s-h
EXPLAIN board R 0.4 Intel Arc B580 5.87 5211 888 207 673 RTX 3080 (used) 2558 best core RTX 5080 1.46 (1300) proving income best core 2929 uUSD/MH/s-h
EXPLAIN board 4R 0.03 RTX 3090 (used) 6.52 1889 290 207 80 RTX 3080 (used) 940 best core RTX 5090 1.70 (493) proving income best core 7406 uUSD/MH/s-h
EXPLAIN board 4R 0.1 RTX 3090 (used) 5.50 2217 403 207 192 RTX 3060 (used) 1254 best core RTX 5080 1.63 (656) proving income best core 11042 uUSD/MH/s-h
EXPLAIN board 4R 0.25 Intel Arc B580 5.56 3587 646 207 432 RTX 3080 (used) 1902 best core RTX 5080 1.51 (978) proving income best core 11042 uUSD/MH/s-h
EXPLAIN board 4R 0.4 Intel Arc B580 5.87 5211 888 207 673 RTX 3080 (used) 2558 best core RTX 5080 1.46 (1300) proving income best core 11042 uUSD/MH/s-h
EXPLAIN board 10R 0.03 RTX 3090 (used) 6.52 1889 290 207 80 RTX 3080 (used) 940 best core RTX 5090 1.70 (493) proving income best core 18289 uUSD/MH/s-h
EXPLAIN board 10R 0.1 RTX 3090 (used) 5.50 2217 403 207 192 RTX 3060 (used) 1254 best core RTX 5080 1.63 (656) proving income best core 27268 uUSD/MH/s-h
EXPLAIN board 10R 0.25 Intel Arc B580 5.56 3587 646 207 432 RTX 3080 (used) 1902 best core RTX 5080 1.51 (978) proving income best core 27268 uUSD/MH/s-h
EXPLAIN board 10R 0.4 Intel Arc B580 5.87 5211 888 207 673 RTX 3080 (used) 2558 best core RTX 5080 1.46 (1300) proving income best core 27268 uUSD/MH/s-h