Learn

The market, in six short reads.

  1. 01Why compute is bought in years and used in monthsThe mismatch that creates every other problem on this site.3 min
  2. 02What a GPU-hour costs, and why one chip has three pricesContract, hourly, hyperscaler. Same silicon, very different bills.4 min
  3. 03Why you cannot just resell your GPU contractThe words in the contract, the physics in the rack, and the route that works.4 min
  4. 04How a GPU moves from one tenant to the nextSix steps, two of them measured, one of them with a walk-away right.4 min
  5. 05The compute arbitrage, explained honestlyThere is a spread. Most ways of chasing it lose money. One does not.5 min
  6. 06Cash-settled futures or physical delivery? Why the order mattersThe financial layer is arriving before the physical one. That is the wrong way round.4 min