https://aicomputetracker.com/ A data-written desk note on market-implied GPU rental curves and AI compute economics. en-us Fri, 28 Aug 2026 22:35:59 GMT https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-08-28T22:35:59.826Z Fri, 28 Aug 2026 22:35:59 GMT Its curve is easing: the strip drifts lower into the back months. A100 is the anchor of the board: ~$1.14 through Aug ’27 on a flat curve. https://aicomputetracker.com/log#2026-08-28-anchor-move-rtx5090 https://aicomputetracker.com/log#2026-08-28-anchor-move-rtx5090 Fri, 28 Aug 2026 12:00:00 GMT $0.58 (2026-08-22) → $0.62 (2026-08-28) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26AUG) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-08-24-curve-week-board https://aicomputetracker.com/log#2026-08-24-curve-week-board Fri, 28 Aug 2026 12:00:00 GMT Archived session 2026-08-28 — each immutable at its dated permalink; notable moves are logged separately. https://aicomputetracker.com/log#2026-08-22-anchor-move-rtx5090 https://aicomputetracker.com/log#2026-08-22-anchor-move-rtx5090 Sat, 22 Aug 2026 12:00:00 GMT $0.55 (2026-08-21) → $0.58 (2026-08-22) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26AUG) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-08-17-curve-week-board https://aicomputetracker.com/log#2026-08-17-curve-week-board Sat, 22 Aug 2026 12:00:00 GMT Archived sessions 2026-08-21 and 2026-08-22 — each immutable at its dated permalink; notable moves are logged separately. https://aicomputetracker.com/log#2026-08-21-tenor-roll-board https://aicomputetracker.com/log#2026-08-21-tenor-roll-board Fri, 21 Aug 2026 12:00:00 GMT The observed monthly window moved from Jul ’26–Jul ’27 to Aug ’26–Aug ’27; expired tenors keep their archived YYYY-MM identity in the union window. https://aicomputetracker.com/log#2026-07-31-anchor-move-rtx5090 https://aicomputetracker.com/log#2026-07-31-anchor-move-rtx5090 Fri, 31 Jul 2026 12:00:00 GMT $0.39 (2026-07-28) → $0.60 (2026-07-31) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26JUL) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-07-27-curve-week-board https://aicomputetracker.com/log#2026-07-27-curve-week-board Fri, 31 Jul 2026 12:00:00 GMT Archived sessions 2026-07-27, 2026-07-28 and 2026-07-31 — each immutable at its dated permalink; notable moves are logged separately. https://aicomputetracker.com/log#2026-07-27-anchor-move-h200 https://aicomputetracker.com/log#2026-07-27-anchor-move-h200 Mon, 27 Jul 2026 12:00:00 GMT $4.60 (2026-07-26) → $5.17 (2026-07-27) on the same weekly-exact-time instrument (KXH200WS · KXH200WS-26JUL31) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-07-27-anchor-move-rtx5090 https://aicomputetracker.com/log#2026-07-27-anchor-move-rtx5090 Mon, 27 Jul 2026 12:00:00 GMT $0.45 (2026-07-26) → $0.40 (2026-07-27) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26JUL) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-07-26-anchor-move-rtx5090 https://aicomputetracker.com/log#2026-07-26-anchor-move-rtx5090 Sun, 26 Jul 2026 12:00:00 GMT $0.52 (2026-07-25) → $0.45 (2026-07-26) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26JUL) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-07-20-curve-week-board https://aicomputetracker.com/log#2026-07-20-curve-week-board Sun, 26 Jul 2026 12:00:00 GMT Archived sessions 2026-07-20, 2026-07-21, 2026-07-22, 2026-07-23, 2026-07-24, 2026-07-25 and 2026-07-26 — each immutable at its dated permalink; notable moves are logged separately. https://aicomputetracker.com/log#2026-07-24-anchor-move-rtx5090 https://aicomputetracker.com/log#2026-07-24-anchor-move-rtx5090 Fri, 24 Jul 2026 12:00:00 GMT $0.43 (2026-07-23) → $0.50 (2026-07-24) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26JUL) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-07-23-anchor-move-rtx5090 https://aicomputetracker.com/log#2026-07-23-anchor-move-rtx5090 Thu, 23 Jul 2026 12:00:00 GMT $0.58 (2026-07-22) → $0.43 (2026-07-23) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26JUL) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-07-22-anchor-move-rtx5090 https://aicomputetracker.com/log#2026-07-22-anchor-move-rtx5090 Wed, 22 Jul 2026 12:00:00 GMT $0.54 (2026-07-21) → $0.58 (2026-07-22) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26JUL) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-07-20-anchor-move-h200 https://aicomputetracker.com/log#2026-07-20-anchor-move-h200 Mon, 20 Jul 2026 12:00:00 GMT $4.67 (2026-07-19) → $4.95 (2026-07-20) on the same weekly-exact-time instrument (KXH200WS · KXH200WS-26JUL24) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-07-19-anchor-move-rtx5090 https://aicomputetracker.com/log#2026-07-19-anchor-move-rtx5090 Sun, 19 Jul 2026 12:00:00 GMT $0.59 (2026-07-18) → $0.56 (2026-07-19) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26JUL) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-07-13-curve-week-board https://aicomputetracker.com/log#2026-07-13-curve-week-board Sun, 19 Jul 2026 12:00:00 GMT Archived sessions 2026-07-13, 2026-07-14, 2026-07-15, 2026-07-17, 2026-07-18 and 2026-07-19 — each immutable at its dated permalink; notable moves are logged separately. https://aicomputetracker.com/log#2026-07-18-anchor-move-rtx5090 https://aicomputetracker.com/log#2026-07-18-anchor-move-rtx5090 Sat, 18 Jul 2026 12:00:00 GMT $0.56 (2026-07-17) → $0.59 (2026-07-18) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26JUL) under one methodology (threshold ±5%). https://aicomputetracker.com/log#2026-07-17-methodology-board https://aicomputetracker.com/log#2026-07-17-methodology-board Fri, 17 Jul 2026 12:00:00 GMT Sessions through 2026-07-15 were captured under legacy-monthly-candlestick-v1; sessions from 2026-07-17 use kalshi-ladder-median-50-v1+smooth-121x2-after-front-v1. Movement is only ever computed inside one methodology. https://aicomputetracker.com/log#2026-07-15-anchor-move-b200 https://aicomputetracker.com/log#2026-07-15-anchor-move-b200 Wed, 15 Jul 2026 12:00:00 GMT $6.22 (2026-07-14) → $7.40 (2026-07-15) on the same monthly-average instrument (KXB200MS) under one methodology (threshold ±5%). https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-08-28 Fri, 28 Aug 2026 12:00:00 GMT RTX 5090 showed the board's largest front-to-back move at −21.0%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-08-22 Sat, 22 Aug 2026 12:00:00 GMT RTX 5090 showed the board's largest front-to-back move at −15.5%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-08-21 Fri, 21 Aug 2026 12:00:00 GMT RTX 5090 showed the board's largest front-to-back move at −10.9%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-31 Fri, 31 Jul 2026 12:00:00 GMT RTX 5090 showed the board's largest front-to-back move at −8.3%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-28 Tue, 28 Jul 2026 12:00:00 GMT RTX 5090 showed the board's largest front-to-back move at +43.6%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-27 Mon, 27 Jul 2026 12:00:00 GMT RTX 5090 showed the board's largest front-to-back move at +42.5%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-26 Sun, 26 Jul 2026 12:00:00 GMT RTX 5090 showed the board's largest front-to-back move at +28.9%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-25 Sat, 25 Jul 2026 12:00:00 GMT RTX 5090 showed the board's largest front-to-back move at +11.5%. Indicative market-implied levels, not executable quotes. https://aicomputetracker.com/#curves https://aicomputetracker.com/feed/forward-2026-07-24 Fri, 24 Jul 2026 12:00:00 GMT RTX 5090 showed the board's largest front-to-back move at +16.0%. Indicative market-implied levels, not executable quotes.