AIForge Works
AIForge Works

AIFORGE WORKS BLOG

Ad hoc Cloud and AI market research, plus the Weekly Pricing Pulse: a weekly read on public cloud instance and pricing changes, with OCPI price points compared against the latest AIForge Works public catalog floor data.

Why the Blackwell Public Catalog Runs Thin (And Why It's About to Get Thinner!)
June 26, 2026 · AIForge Works Research

Why the Blackwell Public Catalog Runs Thin (And Why It's About to Get Thinner!)

On June 22, 2026, SpaceX signed a $6.3 billion compute deal with Reflection AI for GB300 capacity at Colossus 2 — adding to a Colossus anchor-tenant book that already includes Anthropic, Google, and Cursor, with reported total committed revenue through 2029 exceeding $80 billion. Here's the AIForge Works June 29 read on published Blackwell and AMD Instinct coverage across 9 clouds, the three structural reasons frontier silicon catalog presence runs structurally thin, and why open-market procurement leverage on GB300 is set to tighten further as July 2026 begins.

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Ad hoc research

Analysis on policy shifts, provider announcements, procurement strategy, and market signals across cloud infrastructure, GPUs, and AI frontier lab technology moves.

June 23, 2026·Research Brief

The Neocloud Capital Surge: Why $9B in Q4 Is Reshaping AI Compute Procurement

Synergy Research reports neoclouds hit $9B in Q4 2025 revenue at 223% year-over-year growth, with full-year 2025 revenue topping $25B and forecasts pointing to $180B by 2030. Behind that surge sits a three-way shift in how AI compute capacity actually flows — capital, anchor tenants, and channel partners are all rotating toward neoclouds in ways that change the procurement options on the table. Here's what the shift means for teams buying GPU capacity in the second half of 2026.

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June 18, 2026·Research Brief

Power, Not Silicon: What FERC's Large-Load Order Means for Where AI Compute Lands

On June 18, 2026, FERC ordered all six U.S. grid operators to justify or reform how data centers and other large loads connect to the grid. For anyone planning AI compute, it's a reminder that 'where can this workload run' is now a power question as much as a price one.

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April 14, 2026·Research Brief

Four Types of GPU Pricing Leakage (And How to Find Them)

Most infrastructure teams know they're overpaying for GPU compute. But 'overpaying' is vague. Here are the four leakage types AIForge Works GPU Audit detects — and what each one costs.

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The Pulse weekly cloud pricing graphic
Weekly Pricing Pulse

The Weekly Pricing Pulse tracks public GPU cloud pricing across the AIForge Works provider set, normalizes offers to per-GPU hourly rates, and separates real price movement from ordinary catalog churn. It is market context, not a live quote.

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Weekly Pricing Pulse
June 29, 2026·Weekly Pulse

AIForge Works - Weekly Pricing Pulse - June 29, 2026

9 providers harvested. 21 New Silicon catalog entries, 58 Deprecated SKUs, and 0 on-demand per-GPU moves over 1%.

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June 22, 2026·Weekly Pulse

AIForge Works - Weekly Pricing Pulse - June 22, 2026

9 providers harvested. June 22 found 118 newly visible GPU catalog entries, 20 catalog SKUs no longer visible, and 0 comparable per-GPU on-demand price moves over 1%.

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June 15, 2026·Weekly Pulse

AIForge Works - Weekly Pricing Pulse - June 15, 2026

9 providers harvested. The June 15 run found 33 newly visible GPU catalog entries, 55 catalog SKUs no longer visible, and 19 comparable on-demand per-GPU price moves over 1%.

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June 8, 2026·Weekly Pulse

AIForge Works - Weekly Pricing Pulse - June 8, 2026

9 providers harvested. The June 8 run found 332 newly visible GPU catalog entries, 159 catalog SKUs no longer visible, and 65 comparable on-demand per-GPU price moves over 1% after holding out BSE rows pending disposition.

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June 1, 2026·Weekly Pulse

AIForge Works - Weekly Pricing Pulse - June 1, 2026

9 providers harvested. The June 1 run found 54 newly visible GPU catalog entries, 13 catalog SKUs no longer visible, and 33 comparable on-demand per-GPU price moves over 1%.

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May 25, 2026·Weekly Pulse

AIForge Works - Weekly Pricing Pulse - May 25, 2026

9 providers harvested. The May 25 run found 14 newly visible GPU catalog entries, 56 catalog SKUs no longer visible, and 0 comparable on-demand per-GPU price moves over 1%.

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Weekly Pulse

Introducing the Weekly Pricing Pulse

Every week, AIForge Works runs a fresh harvest across 9 cloud providers and surfaces what changed. The Weekly Pricing Pulse is that diff, in plain language. Here's what it covers, what it doesn't, and how to read it.

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May 18, 2026·Weekly Pulse

AIForge Works - Weekly Pricing Pulse - May 18, 2026

9 providers harvested. The May 18 run found 3 newly visible GPU catalog entries, 5 catalog SKUs no longer visible, and 0 comparable on-demand per-GPU price moves over 1%.

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