Monthly research editions — narrative analysis, methodology notes, and market structure commentary.
All Editions
All Editions
Vol. I · April 2026 · Inaugural Edition
Global Compute Price Index
Inaugural GCPI: 8 providers, Tier S (Llama 3.1 8B). Introduces the index methodology,
geopolitical risk premium framework (+18% GRP), and three structural market observations.
Introduces a model-implied term structure of compute prices. Expands coverage to Asian inference
providers including SiliconFlow and domestic Chinese alternatives.
Pending
Inaugural Edition
Vol. I — April 2026
GCPI Report Vol. I · Inaugural Edition · April 2026Open full page ↗