AI/HPC
Compute Derivatives, Token Factories, Modular Builds: 5 Takeaways from Yotta 2026
We were on the floor at Yotta 2026. Here are the 5 takeaways that matter for infrastructure operators and capital allocators.
What Is an AI Factory? Energy In, Tokens Out, and Who Actually Gets Paid
What the AI factory frame actually tells an operator about their own megawatts.
Announcement: Introducing The AI Hardware Price Index
Hashrate Index is now tracking the asking price of 8-GPU NVIDIA HGX nodes.
An AI GPU Just Responded to an ERCOT 4CP Signal for the First Time
Luxor Energy and Bentaus cut a live GPU's power draw to 25% in under 500 milliseconds with no disruption to inference workloads.
Vera Rubin: What I'm Telling Operators Before They Buy
The Vera Rubin buy comes down to your facility and your speed to install, not the spec sheet.
NVIDIA Vera Rubin: Why the Rack Is the New GPU
NVIDIA Vera Rubin isn't just a faster GPU. It's a rack-scale reference architecture that changes what you buy.
Neocloud Unit Economics: What Bitcoin Miners Already Know About Running GPU-Only Clouds
Model neocloud economics yourself: the formula, the miner's edge, and a live calculator.
AI Data Center Reference Architecture Explained: Why Buying GPUs Isn't Enough
A GPU is a component. An AI data center is a system. Here's what connects them.
