Research desk
The engineering and economics behind the numbers
Analysis connects market prices, infrastructure delivery and technical constraints to the capital at risk. This first edition begins with a capacity framework.
Draft research
From contracted power to billable compute
Why the power a provider has contracted, the infrastructure it has activated and the capacity earning revenue answer different questions.
Methodology
How to read a GPU-hour price
Where the current price snapshot is useful, and which comparisons require more work.
Model
The price and utilization needed to recover a deployment
Change the assumptions and inspect the arithmetic.