A semi-daily report about the practical, real-world applications of AI, with a dash of speculation
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North American Compute Infra Report for the Week Ended October 4, 2026
Please see relevant disclosures here.
New: Want to talk compute markets with me? Book a call with me.
What actually changed
Seven developments clear the threshold, but they point to three larger changes.
First, the AI labs are...
Your Customer Contract Shapes Your Compute Hedge
Please see relevant disclosures here.
New: Want to talk compute markets with me? Book a call with me.
When David Kang joined Qatar Airways to manage its fuel hedging program, he inherited a losing fuel hedge book. As he recounted r...
The First Compute Futures Won’t Be the Final Product
Please see relevant disclosures here.
New: Want to talk compute markets with me? Book a call with me.
Consider an operator financing an H100 fleet, who needs protection against falling H100 rental revenue. On the other hand, a comp...
Short Compute, Long AI
Please see relevant disclosures here.
New: Want to talk compute markets with me? Book a call with me.
I have heard variations of the following claim recently: “Shorting compute is betting against AI.” The objection borrows the fami...
North American Compute Infra Report for the Week Ended Sept 28, 2026
Please see relevant disclosures here.
New: Want to talk compute markets with me? Book a call with me.
What actually changed
Eight developments clear the threshold this week, but they reduce to four shifts.
First, access to pow...
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