📊 Compute Markets - buckman · Scour

[AINews] H100 prices are melting *UP* 🧲Antlion/BOF

latent.space

·5d·Hacker News·

ALAB Rides on Strong Demand for PCIe Solution: A Sign for More Upside? 📊Benchmarking

qz.com·1d·

1 Million Tokens Per Second: Qwen 3.5 27B on GKE with B200 GPUs 📊Benchmarking

medium.com·6d·Hacker News, r/LocalLLaMA·

Inside the data center financing boom — and the teams Wall Street is building to win it 📈Adaptive Markets

businessinsider.com

·5h·

JetBrains: AI agents are about to repeat the cloud ROI crisis 🏛Sovereign AI Infrastructure

thenewstack.io·1d·

IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards ... 💻Tech News

techmeme.com·8h·

How Cloud FinOps Helps Optimize AI Workloads on AWS, Azure, and Google Cloud 🏛Sovereign AI Infrastructure

dev.to·3h·DEV·

Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in 💻Tech News

tomshardware.com

·4h·

📈 Data to start your week: The AI buildout 🏛Sovereign AI Infrastructure

exponentialview.co·2d·

Memory-makers’ shares are down. Some RAM prices have eased. Blaming Google is not a good idea 💻Tech News

theregister.com·2d·

Cloud spending soars as hyperscalers up AI investment - and could reach a landmark high in 2026 ☁️Cloud Architecture

techradar.com

·3d·

The latest in data centers, AI, and energy ⚖️Tech Policy

theverge.com

·5d·

How the AI Bubble Bursts 📈Adaptive Markets

martinvol.pe·3d·Hacker News, r/artificial·

NVIDIA's Gross Margin Hovers Near 75%: Can NVDA Maintain This Level? 📊Vol Arbitrage

qz.com·14h·

Wall Street Has a Major Problem With AI Data Centers ⚖️Tech Policy

futurism.com·5d·

Welcome to a Multidimensional Economic Disaster 📈Adaptive Markets

theatlantic.com

·6d·Hacker News, r/Economics, r/TrueReddit·

FCEL and AI Data Centers: Can 12.5 MW Blocks Drive Scale? 🔬Semiconductor Policy

qz.com·1d·

Balancing Cost, Performance, and Developer Experience: A Fair Pricing Model for CI Runners 🚀Performance

dev.to·6d·DEV·

The $500 GPU That Outperforms Claude Sonnet on Coding Benchmarks ⚡Hardware Acceleration

dev.to·5d·DEV·

EKS vs GKE vs AKS: A FinOps Cost Comparison in 2026 ☁️Cloud Architecture

dev.to·3d·DEV·

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