Companies / 11.03
SF Compute’s resale promise needs a denominator
Reservation resale can recover idle spending. Whether it lowers the cost of productive compute depends on the denominator.
Read the analysisDeals / 11.03
QumulusAI's $71.9 million compute deal reaches billing, while expansion awaits delivery
The supplier reports service and billing on a $71.9 million agreement. Expansion capacity remains a separate delivery question.
Read the analysisMarket formation / 11.03
Freight’s lesson for compute: follow the cleared trade
Freight’s early derivatives market offers a practical checklist: licensing, clearing, participation and actual traded volume.
Read the analysisSpotlight / 11.03
What a GPU reservation actually buys
AWS Capacity Blocks turn a scheduling need into a reservation. The hourly rate is only one part of what the buyer gets.
Read the analysis