https://aicomputetracker.com/ A data-written desk note on market-implied GPU rental curves and AI compute economics. en-us Fri, 17 Jul 2026 22:59:28 GMT https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-17T22:59:28.643Z Fri, 17 Jul 2026 22:59:28 GMT Its curve is backwardated: buyers pay a premium for delivery now, and the market prices the squeeze to ease. A100 is the anchor of the board: ~$1.05 through Jul ’27 on a contango curve. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-17 Fri, 17 Jul 2026 12:00:00 GMT B200 showed the board's largest front-to-back move at −15.3%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-15 Wed, 15 Jul 2026 12:00:00 GMT B200 showed the board's largest front-to-back move at −13.6%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-14 Tue, 14 Jul 2026 12:00:00 GMT B200 showed the board's largest front-to-back move at −9.2%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-13 Mon, 13 Jul 2026 12:00:00 GMT H100 showed the board's largest front-to-back move at +10.0%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-12 Sun, 12 Jul 2026 12:00:00 GMT H100 showed the board's largest front-to-back move at +12.9%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-11 Sat, 11 Jul 2026 12:00:00 GMT H100 showed the board's largest front-to-back move at +11.2%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-10 Fri, 10 Jul 2026 12:00:00 GMT H200 showed the board's largest front-to-back move at −14.6%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-09 Thu, 09 Jul 2026 12:00:00 GMT A100 showed the board's largest front-to-back move at +17.0%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-08 Wed, 08 Jul 2026 12:00:00 GMT A100 showed the board's largest front-to-back move at −34.7%. Indicative market-implied levels, not executable quotes.