The Claims · Open · 28 sessions to 30 Nov · Cheap tokens are not cheap power, and the bill is still a watt in the hall.
Hosting cost rises as a share of revenue on the Q3 prints
Across the basket names that disclose hosting/infrastructure COGS, the revenue-weighted share rises YoY on the Q3 2026 prints.
- Resolves by
- 30 Nov 2026
- Confirm
- Up YoY.
- Kill
- Flat or down, inference isn’t landing in COGS yet.
- Void
- Fewer than 5 basket names disclose.
- Grade
- From the 10-Qs.
Grade
Open.