1/ Introducing Filecoin Onchain Cloud: an open, verifiable cloud built on content-addressed data, transparent service delivery, and programmable payments.
All onchain. No vendor lock-in.
26 proposed gigawatt-scale data center campuses have been tracked by Uptime Institute since 2021, ten of them above 500 megawatts.
Built to plan and run at half capacity, they'd use roughly 45 terawatt-hours a year.
Filecoin capacity is already running, not on that list.
Transformer lead times have stretched from 24-30 months before 2020 to 3-5 years today, per Bloomberg's April 2026 reporting.
More than half of 2026's planned data centers may be delayed, not for lack of chips or capital.
Filecoin capacity is already powered and online.
DORA can fine a critical ICT provider 1% of average daily worldwide turnover, charged every day for up to six months until it complies.
The EU named 19 such providers in November 2025, including AWS, Google Cloud, and Microsoft.
Filecoin has no critical provider to designate.
Memory prices surged 80% to 90% quarter-over-quarter into Q1 2026, per Counterpoint Research's own tracker.
The firm projects another 50% rise through Q2, pushing premium phone prices up $150 to $200.
Filecoin coordinates storage on capacity already in the field.
Demand for generator step-up transformers has grown 274% since 2019, per Wood Mackenzie, with lead times on the most specialized units now stretching up to four years.
Filecoin capacity already exists across a global network of independent providers. Use it.
@rebeccakaden robot and fleet data grows more useful as models improve, and verifiable storage lets teams learn from the field without losing provenance
@Polymarket compute is moving toward power, and Filecoin was built for the layer that follows. Verifiable storage near the work, across independent providers.
Sightline Climate tracked 12-16 gigawatts of announced US data center capacity for 2026. Only about 5 gigawatts are under construction.
Transformer lead times now stretch from 24 months pre-2020 to as long as 5 years.
Filecoin capacity is already live. No transformer queue.
GE Vernova's own Q1 2026 guidance points to at least 110 gigawatts in gas turbine backlog by year-end 2026, against roughly 20 gigawatts of annual production capacity.
Delivery slots already stretch into the late 2020s.
Filecoin providers deploy on power that already exists.
TrendForce expects DRAM prices to climb another 58 to 63% this quarter.
Micron's own CEO says the company has no line of sight to when supply catches up with AI demand. Deutsche Bank projects the shortage lasts beyond 2028.
Filecoin capacity is already deployed.
Global sovereign cloud spending is forecast to hit $80 billion in 2026, up 35.6% from last year, per Gartner.
Roughly a fifth of existing workloads are shifting from global hyperscalers to local providers.
Filecoin network was distributed before geopatriation had a name.
The FTC March 2023 cloud inquiry, covering a $576 billion industry, drew 102 public comments, including one from Oracle that named Amazon specifically over its egress fee practices.
Filecoin charges zero egress, by default, for every user, no exceptions.
84% of IT leaders are concerned about where their data is stored and governed, per a 2026 Parallels survey of 540 IT professionals.
Only 6.5% use browser isolation to actually protect it.
Filecoin storage is governed by cryptographic proof, not corporate policy.
19% of AI data center power requests never actually materialize, per a Capgemini survey of 600+ utility executives.
Utilities call them phantom loads, and they're distorting investment decisions.
Filecoin doesn't request speculative power. It runs on capacity already deployed.
Moving a 1 petabyte training corpus out of a hyperscaler costs around $90,000 in egress at list rate, before a single GPU runs on it.
That's enough to rent an independent H100 for 36,000 hours.
Filecoin charges zero egress. Data moves freely to wherever compute is cheapest.