A semi-daily report about the practical, real-world applications of AI, with a dash of speculation
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Why Would Commerce Care About a Compute Forward Curve?
Please see relevant disclosures here.
New: Want to talk compute markets with me? Book a call with me.
A public price for future GPU rentals could make AI infrastructure easier to finance. It could also make some financing assumptio...
AI Labs Want Compute Commitments and Their Customers Want Model Choice
Please see relevant disclosures here.
The AI infrastructure boom is usually described through model usage and revenue on one side, and hyperscaler capital spending and cloud backlog on the other. Both indicate demand. Neither explai...
Vantage’s $2 Billion Data Center Warehouse
Please see relevant disclosures here.
On September 14, Vantage Data Centers announced that it closed a $2 billion facility for early-stage development across its North American portfolio. It calls this endeavor Project Baja. The unu...
North American AI Compute Infra Report for the Week Ended Sept 14th, 2026
Please see relevant disclosures here.
This is a new weekly series, delivered to your inbox every Monday morning, about the past week’s developments in AI infrastructure and the compute markets.
What actually changed
Thre...
What Needs to Happen for Compute Derivatives to Exist
Please see relevant disclosures here.
Summary: One question that repeatedly arises is How does the market for compute derivatives develop? My view has always been that compute derivatives require buyers and sellers of compute to shi...
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