Why Treat Compute Like a Commodity? A Beginner's Guide to Benchmarks, Curves, and Hedging
Compute markets are converging with traditional commodities, enabling benchmarks, hedging tools, and budget stability for AI builders.
Deep dives on compute markets, benchmark construction, and the derivatives shaping the AI economy.
Compute markets are converging with traditional commodities, enabling benchmarks, hedging tools, and budget stability for AI builders.
Explains GPU compute, how it is priced by the hour, and the supply and demand shocks that drive rental rates.
GPU-hours are the fundamental unit for measuring and pricing AI compute resources, calculated simply as the number of GPUs multiplied by runtime hours.