AI compute market signals

Charts

Charts for the AI compute market

Planned visuals for cost, supply, forward curves, power constraints, and public-market links.

Chart pages will publish when source-backed values are available. Until then, this page lists the lanes ComputeTape tracks.

PendingStatus

No live chart values are published yet.

Source-labeledSource standard

Every public value includes source and timestamp context.

Planned chart lanes

What ComputeTape will visualize

  • H100 spot — pricing for current-generation accelerator capacity.
  • H100 vs H200 — the transition between current and transition-generation supply.
  • H100 vs B200 — current capacity versus the next accelerator cycle.
  • Spot vs forward — term structure for near-term scarcity and forward expectations.
  • Cloud vs neocloud — hyperscaler and specialist operator capacity signals.
  • Compute tightness — composite scarcity signal across price, availability, and delivery.
  • GPU vs stocks — public-equity context for compute-linked names.
  • Power vs compute — infrastructure constraints on usable capacity.