Compute Function Intelligence · Early access
See the compute market as it forms.
The research layer of the compute desk. Intelligence is being built to connect buyer requirements, operator capacity and comparable commercial terms, so decisions about price, location and delivery have context. Explore the sample view below or request early access.
| Config | Fabric | $/GPU-hr | Trend | 10d | Lead |
|---|---|---|---|---|---|
| H100 SXMIB | IB | 2.14 | ▼ 1.8% | 2–4 wk | |
| H200 SXMIB | IB | 2.86 | ▲ 0.7% | 3–6 wk | |
| B200IB | IB | 4.21 | ▲ 2.4% | 6–10 wk | |
| B300IB | IB | 5.48 | ▲ 3.1% | Planned | |
| GB200 NVL72NVLink | NVLink | 5.05 | ▲ 1.2% | 8–12 wk | |
| H100 SXMRoCE | RoCE | 1.92 | ▼ 2.6% | 1–3 wk |
Term curve · H100 IB
1M → 3Y
Signal feed
- RFQ256 × H100, InfiniBand, US East, 1 year
- QuoteB200 block, EU North, ready next quarter
- CapacityPlanned B300 hall, 2 MW, US South
- CloudPublic list price change on H200 instances
- PowerGrid interconnect queue update, Texas
- CreditHardware-backed facility terms observed
- SecondaryUsed H100 nodes listed, 8-GPU chassis
Sources
Captured from every side of the market
No single source shows the whole market. This is the coverage being developed: desk activity, operator readiness and outside reference points, with scope and source attached to each figure.
Desk flow
Requests and quotes
What buyers ask for and what suppliers offer, by configuration, region and term.
Supply
Operator capacity
Ready and planned capacity, with delivery windows and fabric, kept in separate views.
Cloud
Public list prices
On-demand and reserved pricing from public clouds, as a reference point.
Secondary
Hardware resale
Used and refurbished servers changing hands, and what that implies for residual value.
Power
Sites and energy
Power availability, interconnect queues and energy costs that shape where capacity can be built.
Credit
Financing terms
How hardware and buildouts are being financed, and on what terms.
Ratings
Site diligence
Ratings from the desk’s own reviews of operators, sites and nodes.
Hardware
BOM quotes
Component pricing and lead times from bill of materials matchmaking.
Better context for the next capacity decision
- Buyers
- Compare quotes against the same GPU, fabric, region and term. Separate a price difference from a difference in what is being delivered.
- Operators
- Read demand by configuration and delivery window. Bring ready blocks and planned builds to the desk with the scope buyers need to evaluate them.
- Funds
- Understand what compute costs your portfolio, and how that changes runway.
- Lenders
- Track the value of the hardware behind a facility, and the rating of the site it sits in.
What stands behind a number
- 01
Aggregated, never individual
Individual requests, quotes and counterparties are not shown in market-facing views.
- 02
A source on every figure
Each figure says where it came from and how much evidence sits behind it.
- 03
Ready apart from planned
Capacity that exists today is never blended with capacity that is still being built.
Bring your view of the market. Leave with a better one.
Intelligence is in early access. Partners who share flow with the desk help shape what it covers.