How to read the evidence

GPU price snapshot

The current repository snapshot is e8b899d1671a, observed 30 September 2026, with 1,756 observations. Prices are normalized to USD per GPU-hour. A normalized unit aids comparison, but different hardware variants, region, tenancy, bundle scope and rental terms can still make offers unlike one another.

The existing price index is an exploratory reference. Its provider universe and eligibility treatment for floors and availability require review before it becomes a published market benchmark. A current level does not establish a 7-, 30- or 90-day change. Inspect the current market view ↗

Spot prices and available capacity

A Spot price is the price of interruptible capacity under its provider’s terms. It may react to supply, demand, interruption risk and provider pricing behavior. Lower Spot prices do not identify an inventory count or prove idle GPUs. Collector coverage and successful polls need to accompany any displayed history.

Company disclosures

The manually curated ledger was reviewed as of 2026-09-30 and contains 6 companies. Each measure preserves its label, period, unit, qualifier and source. Pipeline, contracted, active and billable power are not interchangeable or additive. Backlog, annualized run rate and recognized revenue are different kinds of evidence. Financial updates require review after each new filing. Inspect company coverage ↗

Economic scenarios

The deployment model combines an entered rental price, GPU density, billable utilization, capital and annual operating cost. Its output is a simple unlevered recovery scenario with constant inputs. It excludes financing, taxes, construction ramp, hardware refresh and residual value. Carrying an observed price into the model sets a starting assumption; it does not measure a provider’s realized revenue. Inspect the model ↗

The Giganomica model

The extended owner-operated compute model separates built, online and paid capacity. It adds power commitments, a commissioning ramp, price erosion, system refresh and monthly discounted cash flows. Operating break-even and capital recovery are different outputs. All defaults are illustrative, and the selected filing evidence does not automatically calibrate them. Landlord, leased-compute and financing modules remain planned. Inspect Giganomica and its evidence ↗

Primary sources

The company profiles link to their respective investor releases. The price snapshot is generated from source collectors in this repository. This first website release has no automated filing ingestion or live publishing schedule. A public correction record and downloadable observation evidence belong in the next publication layer.