GPU price & market log: October 2026

CFTC

The comment period on the CFTC’s request for comment closes. The CFTC’s NYMEX review extension and ICE’s OCPI listing notice both point to this request. Status after: comment closed. Source: CFTC letter to CME Group (comment period closing Oct 20, 2026).

Source: https://www.cftc.gov/filings/documents/2026/orgdcmnymexcompcontr260921.pdf

Permalink for CFTC — Comment period on compute derivatives closes

Forward board

Archived sessions from Jul 23, 2026 through Oct 14, 2026 whose raw Kalshi ladders were retained were re-derived from those ladders on Oct 15, 2026, replacing kalshi-ladder-median-50-v1+smooth-121x2-after-front-v1; the first affected session is Jul 23, 2026. Each permalink records the re-derivation and keeps the values first published there. Sessions without retained ladders keep the methodology they were published under, and movement is only ever computed inside one methodology.

Derived from archived curve sessions 2026-07-23 · 2026-07-24 · 2026-07-25 · 2026-07-26 · 2026-07-27 · 2026-07-28 · 2026-07-31 · 2026-08-22 · 2026-08-28 · 2026-10-11 · 2026-10-12 · 2026-10-13 · 2026-10-14 · Data: Kalshi (KalshiEX LLC)

Permalink for 13 archived sessions re-derived under kalshi-ladder-median-50-v2+unsmoothed-v1

Forward board

Archived sessions 2026-10-12, 2026-10-13, 2026-10-14 and 2026-10-15 — each at its dated permalink; notable moves are logged separately.

Derived from archived curve sessions 2026-10-12 · 2026-10-13 · 2026-10-14 · 2026-10-15 · Data: Kalshi (KalshiEX LLC)

Permalink for 4 forward-curve sessions archived · week of Oct 12, 2026

Buildout

Was: The compute deals ledger listed OpenAI's January 2026 deal with Cerebras at more than $10 billion, a press-reported figure Reuters attributed to a source. Corrected to: More than $20 billion, the value Cerebras gave the deal in its IPO prospectus (Form S-1/A, May 4, 2026), listed as a contract value stated by a party to the deal. Where: /deals ledger table; /deals.json. Found by a review of published pages and data.

Evidence: Cerebras Systems registration statement (Form S-1/A), May 4, 2026 · Full record

Permalink for Correction: The OpenAI-Cerebras deal carried Reuters' $10 billion instead of the value Cerebras states

Buildout

Was: The compute deals ledger listed the September 2025 OpenAI-Oracle contract at about $300 billion as a press report that neither company had confirmed, with a press-reported value. Corrected to: More than $300 billion over five years, the value OpenAI gave its July 2025 Oracle partnership on September 23, 2025, listed as a contract value stated by a party to the deal; Oracle had not stated the figure, and neither company had confirmed the reported 2027 start. Where: /deals ledger table; /deals.json. Found by a review of published pages and data.

Evidence: OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites (OpenAI, September 23, 2025) · Full record

Permalink for Correction: The $300 billion OpenAI-Oracle deal was listed as unconfirmed by either company

Financials

Was: /buildout cited a secondary press report for Oracle's ~$70B FY27 net cash capex guidance, marked it a secondary source, and said no Oracle release, slide deck or transcript stated the figure. Corrected to: The guidance row cited Oracle's own Q4 FY26 earnings slides (June 10, 2026, slide 15), which state ~$70B of FY27 net cash outlay for capex, and was no longer marked secondary; the note said the ~$90–95B gross range rests on secondary reports of the June 10 call. The $70B figure did not change. Where: /buildout capex source notes (Oracle); /financials.json Oracle guidance row. Found by a review of published pages and data.

Evidence: Oracle Q4 FY26 earnings presentation, slide 15 · Full record

Permalink for Correction: Oracle's FY27 capex guidance has an Oracle source

Forward curves

Was: The forward curves and their archive priced every strike from its bid/ask midpoint or last trade, repaired each ladder with a running minimum and smoothed the back months, so thin books published as levels. The Oct 12, 2026 session showed B200 Jan ’27 at $6.98, quality-passed, though its bids and asks bounded it only at $5.67 or more. /archive said an archived session’s values never change. Corrected to: The 13 archived sessions from Jul 23 to Oct 14, 2026 whose raw Kalshi ladders were retained were re-derived from those ladders under estimator v2: each point carries its bid/ask bracket, only identified points draw a line or feed a move, and an unidentified point is shown as its bracket, never as a price. Oct 12’s B200 Jan ’27 became an unidentified point whose bids put it at $5.67 or more. Each re-derived permalink was changed to keep the values first published (rederived.superseded), and /archive to say a closed session changes only through a recorded re-derivation. Where: /archive/curves/{date}.json permalinks for Jul 23–Oct 14, 2026; curve time machine; /archive; /log; homepage forward curves, terminal and chip pages. Found by a review of published pages and data.

Evidence: Oct 12, 2026 curve session, with the values first published · Jul 23, 2026 curve session, the first re-derived · Full record

Permalink for Correction: Forward curves read thin Kalshi ladders as price levels, and archived sessions were called unchangeable

GPU quotes

Was: The quarterly price-history charts put the H100's big-cloud floor at $12.29 per GPU-hour from 2024Q2 to 2025Q1 and $6.88 in 2025Q2, the A100 80GB's at $4.10 in 2021Q1 and 2021Q3 and $2.74 from 2025Q3 (the A100 40GB's price), and the H200's at $10.71 in 2024Q4 and 2025Q1 and $7.91 in 2025Q2. Corrected to: Read from archived price lists: the H100's floor was Google Cloud's $11.06 from 2024Q2 to 2025Q2, since AWS cut its price only in June 2025; the A100 80GB's was AWS's $3.43 from 2025Q3, with no archived price before Azure's record of December 2021; and the H200's was $10.60 in 2025Q1 and 2025Q2, with no archived price in 2024Q4. Where: H100, A100 80GB and H200 chip pages: quarterly price history; homepage H100 price history. Found by a review of published pages and data.

Evidence: Google Cloud VM instance pricing, archived May 21, 2024 (a3-highgpu-8g) · AWS Price List, EC2 offer version of Aug 28, 2025 (p4de.24xlarge) · AWS Price List, EC2 offer version of Mar 31, 2025 (p5en.48xlarge) · Full record

Permalink for Correction: The quarterly big-cloud floors misread several archived list prices

Hardware specs

Was: The /hardware memory-cost insight put the B300's 270 GB of HBM3e at roughly $4,200, about 9% of a ~$45,000 street price; no reputable source gives a per-unit B300 price, and NVIDIA publishes none. Corrected to: The B300 was left without a street price, as were the H200 and MI325X, for which no reputable per-unit price was found either. The insight moved to the B200, whose ~$35,000 estimate is the midpoint of the $30,000 to $40,000 range NVIDIA's CEO gave CNBC: its 180 GB of HBM3e came to roughly $2,800, about 8% of that price. Where: /hardware memory-cost insight. Found by a scheduled survey.

Evidence: CNBC: Nvidia's Blackwell AI chip will cost more than $30,000, CEO says · Full record

Permalink for Correction: The memory-cost insight rested on a B300 price no reputable source gives

Hardware specs

Was: The price per PFLOP-hour ranking divided GB200 NVL72's cheapest specialist on-demand price by the HGX B200's 2,250 TF dense BF16, so CoreWeave's $10.50 per GPU-hour read as $4.67 per PFLOP-hour. Corrected to: GB200 NVL72 got a spec row of its own from the GB200 NVL72 column of NVIDIA's Blackwell datasheet, 2,500 TF dense BF16 per GPU (its 5 PF sparse figure, halved as the datasheet's footnote directs), so the same $10.50 per GPU-hour read as $4.20 per PFLOP-hour. Where: /hardware price per PFLOP-hour ranking. Found by a review of published pages and data.

Evidence: NVIDIA Blackwell datasheet (individual GPU specifications, GB200 NVL72 column) · NVIDIA GB200 NVL72 specifications · Full record

Permalink for Correction: GB200 NVL72 was priced per PFLOP-hour at the HGX B200's dense rate

Hardware specs

Was: The spec table listed the GeForce RTX 4090 as shipping. Corrected to: Legacy: press reports relaying supply-chain sources said the card went out of production in late 2024, and the RTX 5090 succeeded it in January 2025. NVIDIA has published no end-of-life notice. Where: /hardware spec table; /accelerators.json and /accelerators.csv. Found by a scheduled survey.

Evidence: Digital Trends via Yahoo Tech: RTX 40-series cards going out of production · Full record

Permalink for Correction: The GeForce RTX 4090 was listed as shipping after it left production

Hardware specs

Was: The spec table dated Vera Rubin's launch, its first production shipments, to September 2026, an estimate made before NVIDIA reported them. Corrected to: August 2026: NVIDIA's investor presentation for its second fiscal 2027 quarter, published Aug 26, 2026, said it commenced production shipments of Vera Rubin in early August. Where: /hardware spec table; llms-full.txt accelerator specs; /accelerators.json and /accelerators.csv. Found by a scheduled survey.

Evidence: NVIDIA Q2 fiscal 2027 investor presentation · Full record

Permalink for Correction: Vera Rubin's first production shipments were dated a month late

H200

$5.49 (2026-10-13) → $5.81 (2026-10-14) on the same monthly-average instrument (KXH200MS · KXH200MS-26OCT) under one methodology (threshold ±5%).

Derived from archived curve sessions 2026-10-13 · 2026-10-14 · Data: Kalshi (KalshiEX LLC)

Permalink for H200 anchor repriced +5.8% between sessions

B300 · marketplace floor

The archived marketplace floor moved from $8.34 (2026-07-23 quote snapshot) to $9.94 (2026-10-14 quote snapshot) — +19.2% against the last logged level (threshold ±10%). The same venue formed both aggregates.

Derived from archived quote days 2026-07-23 · 2026-10-14

Permalink for B300 marketplace floor rose +19.2% between the Jul 23 and Oct 14, 2026 quote snapshots

H100 · marketplace floor

The venue set changed between the Jul 23 and Oct 14, 2026 quote snapshots: SF Compute ($2.04) left. The archived marketplace floor moved $1.73 → $2.14 (+23.7%), which is not a like-for-like price change. Like-for-like, Vast.ai (quoted in both snapshots) moved +23.7% ($1.73 → $2.14).

Derived from archived quote days 2026-07-23 · 2026-10-14

Permalink for H100 marketplace floor: SF Compute removed between the Jul 23 and Oct 14, 2026 quote snapshots

Buildout

Was: The cluster ledger dated Stargate Saline's announcement to Jun 1, 2026 and Reliance Jamnagar's to Jan 2025, gave Stargate Abilene ~450K GB200/GB300-class accelerators with no source behind the figure, and cited the wrong sources for claims on Fairwater Wisconsin and Stargate Argentina. Corrected to: Stargate Saline's announcement was dated Oct 30, 2025 and Jamnagar's Aug 29, 2024; Abilene was given ~403K B200/B300 projected at full buildout, labeled as a tracker estimate; and both claims were given their own sources. Where: /buildout cluster ledger; buildout.json. Found by a scheduled survey.

Evidence: Cluster ledger with each claim's source · Full record

Permalink for Correction: Cluster-ledger dates, an unsourced chip count and two citations were wrong

Financials

Was: Microsoft's calendar-2023 capital expenditure read $41.0B. Corrected to: $41.2B, the sum of Microsoft's four quarterly investor-relations figures, finance leases included. Where: /buildout capex chart and table; homepage capex chart and table. Found by a scheduled survey.

Evidence: Capex table on /buildout · Full record

Permalink for Correction: Microsoft's 2023 capex was understated

GPU quotes

Was: The desk log said “RTX 4090 floor cut −38.5%”, but Salad's lower tier had entered the comparison while Vast.ai's price rose. It also said “B200 floor at $6.25 — lowest in the archive's 81-day span”, but the daily price ledger shows $4.19 on Aug 5, 2026. Corrected to: The log was changed to record a changed venue set as a venue change with its like-for-like move, and to claim a floor low only when the full daily ledger holds nothing lower in its span. The RTX 4090 entry became a venue change; the B200 floor-low entry was withdrawn. Where: /log; RSS feed. Found by a review of published pages and data.

Evidence: B200 daily price ledger ($4.19 on Aug 5, 2026) · RTX 4090 daily price ledger · Full record

Permalink for Correction: Two desk-log entries read a venue change and a partial archive as price records

GPU quotes

Was: Chip pages printed all-market ranges such as “All-market access $1.99 → $6.00” on MI300X without saying that the $1.99 endpoint is a secondary estimate observed on Jul 6, 2026. Corrected to: Ranges were changed to print an estimated endpoint's est flag and its own observation date, so the MI300X range marked $1.99 as an estimate observed on Jul 6, 2026. Where: all-market ranges on the chip pages. Found by a scheduled survey.

Evidence: MI300X chip page · Full record

Permalink for Correction: Chip-page price ranges hid that an endpoint was an old estimate

GPU quotes

Was: The B200 tile read “+42% y/y”, a change computed by array position across a missing quarter and a methodology change. Streak copy called a single quarter near $3.99 a run of “straight quarters”, and each ticker arrow came from a different series than the value beside it. Corrected to: Changes were made to follow calendar quarters within one methodology and to compare only the venues quoted at both ends; at the correction the B200 tile read “+16.9% like-for-like since Jul 23, 2026”. Streak copy was made to need at least two quarters, and each arrow to come from the series its value shows. Where: homepage B200 tile, lede and brief; market tape arrows; chip mastheads and The Board deltas; /gpu-cloud quote-snapshot read. Found by a review of published pages and data.

Evidence: Jul 23, 2026 quote snapshot · Oct 13, 2026 quote snapshot · Full record

Permalink for Correction: Year-on-year and streak figures compared unlike series

GPU quotes

Was: Vast.ai rows last observed on Jul 23, 2026 (H100 $1.73, H200 $3.93 and B300 $8.34 per GPU-hour) were cited with the date of the manual survey (Oct 11) in the H100, H200 and B300 chip-page FAQs and their structured data, and the H100 row also in the homepage lede and brief. Corrected to: Each cited row was given its own observation date (“last observed Jul 23, 2026”), and the chip-page FAQ's cheapest-venue answer was changed to name the cheapest primary on-demand row separately from the marketplace-access floor. Where: H100, H200 and B300 chip-page FAQ and FAQPage JSON-LD; homepage H100 lede and brief; venue-spread tile and notes; /gpu-cloud venue-spread panel. Found by a review of published pages and data.

Evidence: H100 price ledger (Vast.ai $1.73, observed Jul 23) · H200 price ledger (Vast.ai $3.93, observed Jul 23) · B300 price ledger (Vast.ai $8.34, observed Jul 23) · Full record

Permalink for Correction: Quotes last observed on Jul 23 were dated to a later survey

GPU quotes

Was: Google Cloud (A4) B200 on-demand at $16.11 (est) stayed in the table although Google's pricing page shows no on-demand A4 price, and so did FluidStack H200 at $2.30 (est), although FluidStack publishes no GPU prices, and SF Compute H100 at $2.04, a market price SF Compute no longer publishes. The first two set the B200 all-market ceiling and the H200 all-market floor. Corrected to: All three were retired from the quote table. With the Oct 14, 2026 update, the B200 all-market ceiling became AWS (p6) at $14.24 and the H200 all-market floor Vast.ai at $3.93. Where: B200, H200 and H100 quote tables on /gpu-cloud and the chip pages; B200 and H200 all-market ranges. Found by a scheduled survey.

Evidence: Google Cloud accelerator-optimized pricing (A4 on-demand: N/A) · FluidStack pricing page · Full record

Permalink for Correction: Three quotes stayed listed after their sources stopped publishing them

GPU quotes

Was: Four Vultr bare-metal plans that Vultr's plans API marks as not deployable on demand, with no locations, were listed as On-demand rows: H100 $2.99, B200 $8.50, MI300X $3.99 and MI355X $2.59 per GPU-hour. They made MI355X the cheapest dense compute on /hardware, set its chip-page title to “from $2.59”, and were the only venue in the daily H100 and B200 specialist medians. Corrected to: The rule became that a Vultr plan counts as on-demand only when Vultr lists it as deployable on demand in at least one location. The four rows were retired from the quote table in the Oct 14, 2026 refresh, and no headline used them after it. Where: H100, B200, MI300X and MI355X quote tables on /gpu-cloud and the chip pages; /hardware price per PFLOP-hour leader; MI355X chip-page title; daily H100 and B200 specialist-median history. Found by a review of published pages and data.

Evidence: Vultr public plans API (deployability and locations per plan) · Full record

Permalink for Correction: Vultr plans that cannot be rented on demand were listed as on-demand quotes

Hardware specs

Was: B200 bandwidth read 8.0 TB/s, the DGX B200 figure, and Rubin read 22 TB/s with NVLink at 3.6 TB/s from older HGX pages, beside an unverified TSMC 3nm node. Corrected to: HGX B200: 7.7 TB/s per GPU, from the HGX B200 column of NVIDIA's Blackwell datasheet. Rubin: 19.2 TB/s and NVLink 6 at 3 TB/s, from NVIDIA's Vera Rubin NVL72 page and datasheet, with no process node because NVIDIA stated none. NVIDIA's own pages disagreed on Rubin at the time, and the chip note said so. Where: /hardware spec table; llms-full.txt accelerator specs; /hardware HBM bandwidth chart. Found by a scheduled survey.

Evidence: NVIDIA Blackwell datasheet (HGX B200 column) · NVIDIA Vera Rubin NVL72 · NVIDIA Vera Rubin datasheet · Full record

Permalink for Correction: B200 and Rubin bandwidth came from superseded NVIDIA pages

Hardware specs

Was: Gaudi 3 was listed at 1,835 TF dense BF16 and FP8, the figure in Intel's 2024 Hot Chips deck, with a $15,650 list price. Corrected to: 1,678 TF BF16 and FP8, as Intel's July 2025 white paper (Rev. 3) gives at 900 W, and a $15,625 list price ($125,000 per eight-accelerator kit). Where: /hardware spec table; llms-full.txt accelerator specs. Found by a scheduled survey.

Evidence: Intel Gaudi 3 AI accelerator white paper (Rev. 3) · Full record

Permalink for Correction: Gaudi 3 throughput used Intel's superseded 2024 figure

Hardware specs

Was: RTX 4090 was listed at 330 TF dense BF16 and 661 TF FP8, and RTX 5090 at 419 TF and 838 TF: NVIDIA's FP16-accumulate rates, twice the FP32-accumulate figures that data-center datasheets give. Corrected to: RTX 4090: 165.2 TF BF16 and 330.3 TF FP8. RTX 5090: 209.5 TF BF16, 419 TF FP8 and 1.68 PF FP4. These are the dense FP32-accumulate rates in NVIDIA's architecture whitepapers, so both cards' rental price per PFLOP-hour doubled. Where: /hardware spec table and price per PFLOP-hour ranking; llms-full.txt accelerator specs. Found by a review of published pages and data.

Evidence: NVIDIA Ada GPU Architecture whitepaper V2.02, Appendix A, Table 2 · NVIDIA RTX Blackwell GPU Architecture whitepaper V1.1, Appendix A, Table 3 · Full record

Permalink for Correction: GeForce tensor throughput used the 2× FP16-accumulate rates

Hardware specs

Was: TPU v5p's note said it trained Gemini 1.0, TPU v5e's gave its INT8 rate as 394 TOPS, and TPU7x's said capacity required a supported reservation. The V100, A100 and H100 street prices ($10,000, $15,000 and $27,500) carried no estimate flag although only secondary sources give them. A100 and RTX 5090 process nodes read TSMC 7N and TSMC 4NP, and MI355X's launch month read Oct 2025. Corrected to: The notes were changed to say that TPU v5p was announced alongside Gemini 1.0, which was trained on TPU v4 and v5e; that v5e INT8 is 393 TOPS; and that TPU7x had been generally available on demand since March 2026, with quota required. The three street prices were flagged as estimates, the nodes changed to TSMC N7 and TSMC 4N, and MI355X's launch month to Sep 2025. Where: /hardware spec table; llms-full.txt accelerator specs; /hardware chip notes. Found by a scheduled survey.

Evidence: Google Cloud TPU v5p · Google Cloud TPU v5e · Google Cloud TPU release notes · NVIDIA A100 specifications · Vendor sources listed with each chip · Full record

Permalink for Correction: Smaller hardware fixes: TPU notes, estimate flags, process nodes and a launch month

Hardware specs

Was: Maia 200 was listed at 5,000 TF FP8 and 10,000 TF FP4, flagged as estimates. Corrected to: 5,072 TF FP8 and 10,145 TF FP4, the peak-specification table in Microsoft's Maia 200 architecture deep dive. Its BF16 peak is a vector-unit rate, so the tensor BF16 field stayed empty. Where: /hardware spec table; llms-full.txt accelerator specs. Found by a scheduled survey.

Evidence: Maia 200 architecture deep dive (peak-specification table) · Microsoft Maia 200 announcement · Full record

Permalink for Correction: Maia 200 throughput was approximate

Hardware specs

Was: The Instinct MI400 row read AMD's figures as sparse and halved them: 10 PF FP8 and 20 PF FP4, with no BF16 rate. It also listed 19.6 TB/s, no board power, announced status and a Dec 2026 launch. Corrected to: The row became the Instinct MI455X: 5,033 TF BF16, 20,133 TF FP8 and 40,265 TF MXFP4, which AMD publishes as dense rates, with 23.3 TB/s of HBM4 bandwidth, 2,500 W board power, ramping status and an estimated Oct 2026 launch. Where: /hardware spec table; llms-full.txt accelerator specs; /hardware HBM bandwidth chart. Found by a scheduled survey.

Evidence: AMD Instinct MI455X specifications · Full record

Permalink for Correction: AMD's MI400-series flagship was listed at half its dense throughput

Token prices

Was: The current token-price table, reviewed on Oct 11, 2026, left out GPT-5.6 Sol, Terra and Luna (released Jul 9) and GPT-6 Sol (released Sep 22). Corrected to: All four were added at their Standard prices per million input and output tokens: GPT-6 Sol $2 and $10, GPT-5.6 Sol $4 and $20, GPT-5.6 Terra $2 and $12, and GPT-5.6 Luna $0.20 and $1.20. Where: /inference current price table; llms-full.txt token prices. Found by a scheduled survey.

Evidence: OpenAI GPT-6 Sol model page · OpenAI GPT-5.6 Sol model page · OpenAI GPT-5.6 Terra model page · OpenAI GPT-5.6 Luna model page · Full record

Permalink for Correction: Four current OpenAI models were missing from the token-price table

Kalshi

Every Kalshi capture this site made from Oct 11 through Oct 14 found no open weekly compute event for any chip, so each anchored on its monthly-average event; those monthly-average ladders stayed open. The capture before that, on Aug 28, listed weekly events for B200, H200, H100 and A100 expiring Sep 4 through Oct 9 (none for RTX 5090). No capture was made in between, so when the weekly events stopped is not on record. Status after: live. Source: This site’s archived Oct 11 session (anchor per chip).

Source: https://aicomputetracker.com/archive/curves/2026-10-11.json

Permalink for Kalshi — No weekly ladder open; monthly ladders open

H200 · typical price

The archived typical price moved from $4.39 (2026-07-23 quote snapshot) to $5.29 (2026-10-11 quote snapshot) — +20.5% against the last logged level (threshold ±10%). The same 5 venues formed both aggregates.

Derived from archived quote days 2026-07-23 · 2026-10-11

Permalink for H200 typical price rose +20.5% between the Jul 23 and Oct 11, 2026 quote snapshots

RTX 4090 · typical price

The archived typical price moved from $0.69 (2026-07-23 quote snapshot) to $0.89 (2026-10-11 quote snapshot) — +29.0% against the last logged level (threshold ±10%). The same venue formed both aggregates.

Derived from archived quote days 2026-07-23 · 2026-10-11

Permalink for RTX 4090 typical price rose +29.0% between the Jul 23 and Oct 11, 2026 quote snapshots

RTX 5090 · typical price

The archived typical price moved from $0.99 (2026-07-23 quote snapshot) to $1.19 (2026-10-11 quote snapshot) — +20.2% against the last logged level (threshold ±10%). The same venue formed both aggregates.

Derived from archived quote days 2026-07-23 · 2026-10-11

Permalink for RTX 5090 typical price rose +20.2% between the Jul 23 and Oct 11, 2026 quote snapshots

B200 · typical price

The venue set changed between the Jul 23 and Oct 11, 2026 quote snapshots: Vultr entered at $8.50. The archived typical price moved $6.92 → $8.19 (+18.4%), which is not a like-for-like price change. Like-for-like, the 6 venues quoted in both snapshots moved +16.9% at the median ($6.92 → $8.09).

Derived from archived quote days 2026-07-23 · 2026-10-11

Permalink for B200 typical price: Vultr added between the Jul 23 and Oct 11, 2026 quote snapshots

RTX 4090 · marketplace floor

The venue set changed between the Jul 23 and Oct 11, 2026 quote snapshots: Salad entered at $0.16. The archived marketplace floor moved $0.26 → $0.16 (−38.5%), which is not a like-for-like price change. Like-for-like, Vast.ai (quoted in both snapshots) moved +38.5% ($0.26 → $0.36).

Derived from archived quote days 2026-07-23 · 2026-10-11

Permalink for RTX 4090 marketplace floor: Salad added between the Jul 23 and Oct 11, 2026 quote snapshots

RTX 5090 · marketplace floor

The venue set changed between the Jul 23 and Oct 11, 2026 quote snapshots: Salad entered at $0.25. The archived marketplace floor moved $0.31 → $0.25 (−19.4%), which is not a like-for-like price change. Like-for-like, Vast.ai (quoted in both snapshots) moved +45.2% ($0.31 → $0.45).

Derived from archived quote days 2026-07-23 · 2026-10-11

Permalink for RTX 5090 marketplace floor: Salad added between the Jul 23 and Oct 11, 2026 quote snapshots

Forward board

Archived session 2026-10-11 — each at its dated permalink; notable moves are logged separately.

Derived from archived curve sessions 2026-10-11 · Data: Kalshi (KalshiEX LLC)

Permalink for 1 forward-curve session archived · week of Oct 5, 2026

Financials

Was: /buildout said Oracle ran −$23.7B of free cash flow in FY26 and was raising ~$40B more debt. Corrected to: /buildout was changed to report Oracle's own description, each figure beside its source: a ~$40B FY27 funding plan of debt and equity, no further debt issuance expected in calendar 2026, and $20B of common-stock sales completed in FY27 Q1. Where: /buildout financing notes. Found by a review of published pages and data.

Evidence: Oracle FY26 Q4 and full-year results release (funding plan) · Oracle FY27 Q1 results release · Full record

Permalink for Correction: Oracle's FY27 funding plan was described as new debt

GPU quotes

Was: The B300 (p6-b300), GB200 NVL72 (u-p6e) and Trainium2 (trn2) Capacity Block rows linked AWS's EC2 On-Demand pricing page instead of its Capacity Blocks pricing page. The B300 row showed $11.70 per GPU-hour. Corrected to: They were changed to cite the EC2 Capacity Blocks pricing page, read on Oct 11, 2026: B300 $16.146 and GB200 NVL72 $10.582 per GPU-hour, and Trainium2 $2.235 per chip-hour, each with its instance configuration. Where: B300, GB200 NVL72 and Trainium2 quote tables on /gpu-cloud and the chip pages; llms-full.txt quote table. Found by a scheduled survey.

Evidence: AWS EC2 Capacity Blocks pricing · Full record

Permalink for Correction: Three AWS Capacity Block quotes cited the On-Demand pricing page

Hardware specs

Was: B200 was listed with 192 GB of memory per GPU. Corrected to: 180 GB per GPU, as NVIDIA's HGX reference architecture specifies. Where: /hardware spec table; llms-full.txt accelerator specs. Found by a review of published pages and data.

Evidence: NVIDIA HGX reference architecture, components · Full record

Permalink for Correction: B200 memory per GPU was overstated

Hardware specs

Was: B300 was listed with 15 PF dense FP4, 288 GB of memory, 8.0 TB/s and 1,400 W. Corrected to: The HGX B300 column of NVIDIA's datasheet: 13.5 PF dense FP4 (108 PF per eight-GPU system divided by eight), 270 GB, 7.7 TB/s and 1,100 W. GB300 NVL72 lists different per-GPU figures, so the chip note recorded the discrepancy. Where: /hardware spec table; llms-full.txt accelerator specs. Found by a review of published pages and data.

Evidence: NVIDIA Blackwell Ultra datasheet, page 5 · NVIDIA HGX specifications · Full record

Permalink for Correction: B300 specifications did not match NVIDIA's current HGX datasheet

Hardware specs

Was: MI355X was listed at 5 PF dense BF16, 10.1 PF FP8 and 20.1 PF FP4: AMD's sparse throughput, twice the dense rates. Corrected to: 2.5 PF BF16, 5 PF OCP-FP8 and 10.1 PF MXFP4, AMD's explicit dense specifications, so its rental price per PFLOP-hour doubled. Where: /hardware spec table and price per PFLOP-hour ranking; llms-full.txt accelerator specs. Found by a review of published pages and data.

Evidence: AMD Instinct MI355X specifications · Full record

Permalink for Correction: MI355X throughput used AMD's sparse figures

Hardware specs

Was: Rubin was listed with only an FP4 rate, 25 PF, estimated by halving NVIDIA's ~50 PF NVFP4 inference figure, with 20 TB/s of bandwidth and no BF16 or FP8 values. Corrected to: The individual-GPU table on NVIDIA's HGX page at the time: 4 PF dense BF16, 17.5 PF FP8/FP6 training and 35 PF NVFP4 training, 22 TB/s, and NVLink 6 at 3.6 TB/s. Where: /hardware spec table; llms-full.txt accelerator specs. Found by a review of published pages and data. Corrected again on Oct 14, 2026: B200 and Rubin bandwidth came from superseded NVIDIA pages.

Evidence: NVIDIA HGX specifications · Full record

Permalink for Correction: Rubin throughput was estimated from a sparse package figure

Hardware specs

Was: TPU v5p, v6e and v7 memory read 95, 32 and 192 GB although Google specifies GiB. FP8 was blank for v5p and v6e, BF16 was blank for v7, and v7 bandwidth read 7.37 TB/s. Corrected to: 95, 32 and 192 GiB; FP8 459 TF (v5p) and 918 TF (v6e); v7 BF16 2,307 TF; and v7 bandwidth 7.38 TB/s (7,380 GB/s), from Google's TPU7x architecture comparison. Where: /hardware spec table; llms-full.txt accelerator specs. Found by a review of published pages and data.

Evidence: Google Cloud TPU7x architecture comparison · Full record

Permalink for Correction: TPU memory was shown in GB, and published formats were missing

Hardware specs

Was: Trainium2 was listed at 650 TF dense BF16 and 1,300 TF FP8, flagged as estimates, with 96 GB of memory. Corrected to: 667 TF dense BF16, 1,299 TF FP8, 96 GiB and NeuronLink v3 at 1.28 TB/s, as AWS's Neuron documentation specifies. Where: /hardware spec table and price per PFLOP-hour ranking; llms-full.txt accelerator specs. Found by a review of published pages and data.

Evidence: AWS Neuron Trainium2 architecture · Full record

Permalink for Correction: Trainium2 throughput and memory unit were approximate

Hardware specs

Was: Trainium3 was listed at 1.26 PF dense BF16, half its 2.52 PF FP8 figure, with no FP4 value and memory in GB. Corrected to: 671 TF dense BF16, 2.517 PF for both MXFP8 and MXFP4, 144 GiB of memory and NeuronLink v4 at 2.56 TB/s, as AWS's Neuron documentation specifies. Where: /hardware spec table; llms-full.txt accelerator specs. Found by a review of published pages and data.

Evidence: AWS Neuron Trainium3 architecture · Full record

Permalink for Correction: Trainium3 dense BF16 was half its FP8 figure, not the published rate

Token prices

Was: The GPT-4-class token-price floor, a benchmark-qualified series that ends in April 2026, was presented as the current cheapest option on the homepage Explore card, the ticker, the FAQ and /inference. Corrected to: Each surface was changed to label it as archived April 2026 history, beside a current token-price table that compares list prices and does not rank model quality. Where: homepage Explore card, ticker and FAQ; /inference price-collapse chart and notes. Found by a review of published pages and data.

Evidence: Current token prices and the archived series · Full record

Permalink for Correction: An April 2026 token-price floor was presented as current

Market structure

Was: The homepage, the About page and the venue monitor described CME's Silicon Data H100 and B200 rental-index futures as scheduled to launch on Oct 4, 2026, with a first trade date of Oct 5, pending CFTC review. Corrected to: The venue record, and with it the homepage, the About page and the desk log, was changed to say that CME's Sep 28, 2026 notice had postponed the launch pending regulatory review, without a replacement date. Where: homepage futures brief; /about market-structure section and venue monitor; price-signal notes; /log and RSS feed. Found by a review of published pages and data.

Evidence: CME notice, Sep 28, 2026 (launch postponed) · CME clearing notice 26-274 (effective date to be announced) · Full record

Permalink for Correction: CME compute futures were still shown as launching Oct 5