June 18, 2026·Analysis
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.
Read the analysis →April 14, 2026·Analysis
A corrected framework for examining paid rate, hardware packaging, transfer costs, and utilization assumptions without turning modeled exposure into a savings claim.
Read the analysis →July 6, 2026·Weekly Pricing Pulse
9 providers refreshed. 0 new silicon catalog entries, 44 restored or expanded listings, 6 retired instance options, and 0 on-demand per-GPU price moves over 1%.
Read the issue →June 29, 2026·Weekly Pricing Pulse
9 providers refreshed. 21 new silicon catalog entries, 57 retired instance options, and 0 on-demand per-GPU price moves over 1%.
Read the issue →June 22, 2026·Weekly Pricing Pulse
9 providers refreshed. June 22 found 118 newly visible GPU catalog entries, 20 previously listed instance options no longer visible, and 0 comparable per-GPU on-demand price moves over 1%.
Read the issue →June 15, 2026·Weekly Pricing Pulse
9 providers refreshed. The June 15 snapshot found 33 newly visible GPU catalog entries, 55 previously listed instance options no longer visible, and 19 comparable on-demand per-GPU price moves over 1%.
Read the issue →June 8, 2026·Weekly Pricing Pulse
9 providers refreshed. The June 8 snapshot found 332 newly visible GPU catalog entries, 159 previously listed instance options no longer visible, and 65 comparable on-demand per-GPU price moves over 1% after holding out BSE rows pending disposition.
Read the issue →June 1, 2026·Weekly Pricing Pulse
9 providers refreshed. The June 1 snapshot found 54 newly visible GPU catalog entries, 13 previously listed instance options no longer visible, and 33 comparable on-demand per-GPU price moves over 1%.
Read the issue →May 25, 2026·Weekly Pricing Pulse
9 providers refreshed. The May 25 snapshot found 14 newly visible GPU catalog entries, 56 previously listed instance options no longer visible, and 0 comparable on-demand per-GPU price moves over 1%.
Read the issue →May 18, 2026·Weekly Pricing Pulse
9 providers refreshed. The May 18 snapshot found 3 newly visible GPU catalog entries, 5 previously listed instance options no longer visible, and 0 comparable on-demand per-GPU price moves over 1%.
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