GPU Markets · v0.1 · Fixing released daily at 00:30 UTC Last fix · 2026‑04‑18 · 00:30 UTC

Roadmap

What Phase 1 delivered, what Phase 2 is building, and how the project gets from a static publication to a machine‑readable settlement‑oracle layer for compute derivatives.

§ · Phase 1 · Shipped
  • Daily fixing benchmark across 12 venues and 13 chip‑tenor series (H100, H200, B200, A100, L40S, MI300X, RTX 4090/5090, L4, T4, MI250), covering spot, on‑demand, and 1‑year reserved tenors.
  • Trimmed‑mean estimator with ±2.5 MAD outlier rejection (raised to 3.0 MAD on 2026‑04‑08 after production data accumulated).
  • Capacity‑weighted companion series (.cw) on the training tier, published alongside each headline fix as a research series.
  • 180‑day price history with interactive chart on the landing page; 30‑day CSV export for every series.
  • RSS feeds: /feed.xml (research notes) and /news.xml (market events and press coverage).
  • First research note: the B200 curve decomposition — where did the demand go?
  • Full methodology page with explicit "what the fix measures / does not measure" framing, separating the listed side from the transacted side.
  • Open licensing: data CC BY 4.0, code Apache 2.0, repo public at github.com/gpu-markets/gpumarkets .
  • Email newsletter subscription via Buttondown, integrated into the footer on every page.
§ · Phase 2 · In scope
  • Astro content collections (src/content/config.ts) for series, venues, research notes, and news events, with Zod schemas matched to src/lib/types.ts.
  • Dynamic route src/pages/series/[slug].astro generating one detail page per series (13 pages) with full observation timeline and per‑venue rate history.
  • Dynamic route src/pages/venues/[slug].astro with per‑venue detail pages covering scrape cadence, terms of service review dates, SKU coverage, and eligibility transitions.
  • MDX support for research notes, with one permalink per note at /research/{slug}/.
  • External data repo at gpu-markets/gpu-markets (separate from this site repo) containing the raw observations, estimator code, and daily fixings in machine‑readable form (JSON + Parquet).
  • GitHub Actions workflow that rebuilds this site whenever the data repo publishes a new fix, so daily updates become automatic rather than fixture‑driven.
  • weighted_median() implementation and data/venue-capacity.json in the data repo, replacing the current fixture .cw values with true capacity‑weighted computations.
  • Derived series: listed‑minus‑transacted spread between H.GPU and external contract‑side indices, published as GPUM.H100.SXM.R1Y.SPREAD and similar.
§ · Phase 3 · Settlement‑oracle integration

Positioning the H.GPU daily fix as a settlement reference price for cash‑settled futures, perpetual funding rate oracles, and structured products on GPU compute. This is market infrastructure work, not site work — the primary outputs are integration partnerships with derivatives venues rather than new pages. Direct inquiries: john@gpumarkets.dev.

The data and estimator are already open under CC BY 4.0 and Apache 2.0, so integration requires no license negotiation — only attribution and a reciprocal link.