Demand Curves

Demand evidence is contracted, not modeled: an existing customer base of 150,000 DAU (M&A origin) now converting to Cipherbit Enterprise end-users, with 30 new rental accounts queued to sign within 9 months.

Demand evidence

150,000 DAU base — acquired, converting to enterprise end-users (A5); monthly conversion reporting is a CTO standing instruction.30 accounts in queue — 9-month sign schedule to be published by the CTO (floor-price discipline).GPU demand — the rental strategy drafts are floor prices; demand confirmed by existing customers (A5).Training demand — $90M three-line model, Line C interpolated against cumulative AIDC MW commissioned (≈$409K per cumulative MW at the 55-MW plateau).

Sources & governance.

· CEO Assumptions A5

· ECXI-TRAIN-ROADMAP-V2-2026-10-18

Published 2026-10-22 · webmaster build (CEO Go 2026-10-22, TR3-CU-17) · corrections: webmaster@cipherbit.ai