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Research

Deep dives on compute markets, benchmark construction, and the derivatives shaping the AI economy.

Sep 29, 2025

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.

Oct 01, 2025

What Is GPU Compute (in Plain English) and Why Prices Swing So Much

Explains GPU compute, how it is priced by the hour, and the supply and demand shocks that drive rental rates.

Oct 03, 2025

GPU-Hours Explained: The Unit Behind AI Costs

GPU-hours are the fundamental unit for measuring and pricing AI compute resources, calculated simply as the number of GPUs multiplied by runtime hours.