AI Radar
A weekly brief on the three things that decide who wins in AI right now, compute, capital and energy, and what each week means for the people placing bets on them.
This week in one minute
This week in one minute
What it means for you
Three calls for your seat
Pick the seat closest to yours. Each call is short, grounded in this issue, and linked to the evidence further down the page.
These are analytical calls, not facts or advice. Evidence links jump to the signal, deal, price or rule behind each call, and Watch for names the next data point that would confirm or break it.
Signals
What moved
The developments behind this issue, newest first. The highlighted line in each one follows the seat you picked above.
Markets
Prices, deals and models
The numbers underneath the calls. Every figure links to the page it came from, and anything not taken from an official page is labelled Secondary.
So what
H100 on-demand price history
USD per GPU-hour, published list prices
Swipe sideways to see earlier prices.
Table view of every plotted point
Spread today
USD per GPU-hour, on-demand list prices
Show full price tableHide full price table
GPU compute
Object storage
So what
Deal size
Notable rounds and acquisitions from mid August to this issue, log scale
Swipe sideways to see the full chart.
Deal table
Rules that move capital
Effective dates and deadlines that decide where money can be deployed, and on what terms.
Rules timeline
Effective dates and deadlines on one axis
Swipe sideways to see the full timeline.
So what
Energy
What powers the build
Power deals, turbine queues and grid prices that decide where the next data center can switch on.
The stack
Where the bottleneck sits in each layer
Eight layers from silicon to policy. Open a layer to see who plays there and the question worth watching.
Esther's view
Three theses
These are Esther's opinions, built on the evidence above and kept separate from it. Each one says what would change her mind. Not investment advice.
About this brief
Who writes it and how
Method
Sources
Every figure links to the page it came from. Official means the provider, developer or issuer published it. Secondary means a third-party mirror, a press report or a derived value, and it is labelled that way in tables, charts and tooltips.
Changelog
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One email a week with the headline call, the price moves and the deals that changed a constraint.
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