Research
Notes on what the data is doing — spread analysis, forward curves, residual‑value implications, and historical backtests on GPU rental rates.
§ · Notes
- 2026‑04‑20 Three integration patterns for a GPU compute derivatives market
- 2026‑04‑11 Decomposing the B200 curve — where did the demand go?
- 2026‑04‑04 The Lambda–Vast spread is structural, not arbitrage.
- 2026‑03‑28 Constructing a forward curve from reserved‑rate differentials.
- 2026‑03‑21 Implied GPU residual value: H100 vs H200.
- 2026‑03‑14 Could a neocloud have hedged the 2024 crash? A backtest.
Each note will get a dedicated detail page as the archive fills out. The current lead note is available now; previous titles are listed for reference and will become linkable in subsequent passes. A short summary of the most recent notes also appears on the landing page under § 06 · Research.