Kairos Signal / sector supply report — AI — generated 2026-09-02 12:13 UTC from live ClickHouse

AI sector: 32 networks with live, verifiable supply telemetry

Of 35 AI networks in our catalog, 32 produce live telemetry we can serve with provenance right now. The remaining 3 are named in the refusal list below — that is what "no estimates, no zero-fill" looks like when it is enforced.

Per-network coverage — every AI network we hold live data for

Sorted by distinct live metrics. "non-agg rows" counts rows from the network's own API or chain (not market aggregators) — that is where supply-side truth lives.

Each symbol links to its per-network page with the full metric table and per-value verify URLs. Generated 2026-09-02 12:13 UTC — numbers move continuously, this page is regenerated from live ClickHouse, never hand-edited.

Top movers by revision activity (writes in the last 7 days vs the prior 7)

Revision activity is the count of new telemetry rows we recorded per network. A spike means the network's supply story is moving — inference demand shifts, GPU capacity coming online or going dark, on-chain activity. This is the series a monitoring customer actually subscribes to.

Live query at generation: rows in default.depin_onchain per symbol, 7-day windows. A new network with no prior-window rows reads +100% by definition (nothing → something); that is stated rather than smoothed away.

Freshest first-party readings, with the URL to check each one

Sampled rows from non-aggregator sources (the networks' own APIs and chains), newest first. The verify link is the exact upstream endpoint the value came from — open it and the number should be in the same ballpark right now, that is the product.

Collection freshness — rows recorded per hour, last 24h

Each bar is one hour of collector writes for this sector, straight from the ledger's own timestamps. A gap would mean the collectors were down; we would publish the gap, not paper over it.

The honest refusal list — 3 AI networks we carry in the catalog but publish NO data for

These are named because that is the finding: a sector report that only lists winners is a brochure. For each network below, either the network publishes no public stats API, or its endpoint has not yielded verifiable rows yet. We will not estimate, zero-fill, or back-fill them — a missing metric is absent, not zero.

curl -s "https://kairossignal.com/v1/network/NETM" | python3 -m json.tool | head -40
curl -s "https://kairossignal.com/v1/supply?network=FLOCK,GENSYN,FET"   # filter the feed to these networks