Open record· archives through 2026-10-15
GPU price & market log: July 2026
The desk log. Every desk-log entry dated July 2026, newest first, re-derived from the archives and the corrections log on every build. Each entry's permalink points here; the newest entries are also on the desk log's front page.
Showing 12 of 12 events
Curve sessions 3 forward-curve sessions archived · week of Jul 27, 2026
Forward board
Archived sessions 2026-07-27, 2026-07-28 and 2026-07-31 — each at its dated permalink; notable moves are logged separately.
Derived from archived curve sessions 2026-07-27 · 2026-07-28 · 2026-07-31 · Data: Kalshi (KalshiEX LLC)
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Anchor move up H200 anchor repriced +12.4% between sessions
H200
$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%).
Derived from archived curve sessions 2026-07-26 · 2026-07-27 · Data: Kalshi (KalshiEX LLC)
Curve sessions 7 forward-curve sessions archived · week of Jul 20, 2026
Forward board
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 at its dated permalink; notable moves are logged separately.
Derived from archived curve sessions 2026-07-20 · 2026-07-21 · 2026-07-22 · 2026-07-23 · 2026-07-24 · 2026-07-25 · 2026-07-26 · Data: Kalshi (KalshiEX LLC)
Permalink for 7 forward-curve sessions archived · week of Jul 20, 2026
Anchor move up H200 anchor repriced +6.0% between sessions
H200
$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%).
Derived from archived curve sessions 2026-07-19 · 2026-07-20 · Data: Kalshi (KalshiEX LLC)
Anchor move down RTX 5090 anchor repriced −5.1% between sessions
RTX 5090
$0.59 (2026-07-18) → $0.56 (2026-07-19) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26JUL) under one methodology (threshold ±5%).
Derived from archived curve sessions 2026-07-18 · 2026-07-19 · Data: Kalshi (KalshiEX LLC)
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Curve sessions 6 forward-curve sessions archived · week of Jul 13, 2026
Forward board
Archived sessions 2026-07-13, 2026-07-14, 2026-07-15, 2026-07-17, 2026-07-18 and 2026-07-19 — each at its dated permalink; notable moves are logged separately.
Derived from archived curve sessions 2026-07-13 · 2026-07-14 · 2026-07-15 · 2026-07-17 · 2026-07-18 · 2026-07-19 · Data: Kalshi (KalshiEX LLC)
Permalink for 6 forward-curve sessions archived · week of Jul 13, 2026
Anchor move up RTX 5090 anchor repriced +5.4% between sessions
RTX 5090
$0.56 (2026-07-17) → $0.59 (2026-07-18) on the same monthly-average instrument (KXRTX5090MS · KXRTX5090MS-26JUL) under one methodology (threshold ±5%).
Derived from archived curve sessions 2026-07-17 · 2026-07-18 · Data: Kalshi (KalshiEX LLC)
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Methodology Methodology changed: legacy-monthly-candlestick-v1 → kalshi-ladder-median-50-v1+smooth-121x2-after-front-v1
Forward board
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.
Derived from archived curve sessions 2026-07-15 · 2026-07-17 · Data: Kalshi (KalshiEX LLC)
Market structure Kalshi — Curves launched
Kalshi
Kalshi launched GPU compute forward curves derived from its event-contract prices, for B200, H200 and A100 (CEO Tarek Mansour). This site reconstructs its own curves from the underlying ladders. Status after: live. Source: Tarek Mansour’s announcement on X.
Source: https://x.com/mansourtarek_/status/2077163765020160172
Curve sessions 5 forward-curve sessions archived · week of Jul 6, 2026
Forward board
Archived sessions 2026-07-08, 2026-07-09, 2026-07-10, 2026-07-11 and 2026-07-12 — each at its dated permalink; notable moves are logged separately.
Derived from archived curve sessions 2026-07-08 · 2026-07-09 · 2026-07-10 · 2026-07-11 · 2026-07-12 · Data: Kalshi (KalshiEX LLC)
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Curve sessions 4 forward-curve sessions archived · week of Jun 29, 2026
Forward board
Archived sessions 2026-07-02, 2026-07-03, 2026-07-04 and 2026-07-05 — each at its dated permalink; notable moves are logged separately.
Derived from archived curve sessions 2026-07-02 · 2026-07-03 · 2026-07-04 · 2026-07-05 · Data: Kalshi (KalshiEX LLC)
Permalink for 4 forward-curve sessions archived · week of Jun 29, 2026
Market structure ICE — GPU futures on NATIVX’s COIL index announced
ICE
ICE and NATIVX plan cash-settled GPU compute futures on NATIVX’s energy-normalized COIL index, expected later in 2026 subject to regulatory processes. Status after: announced. Source: ICE and NATIVX announcement.
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