Needless to say, the reason for the $DESKB300 gpu price ticker is exploding (We're calling it the "B300 Summer") is this. @Kimi_Moonshot, did this with KimiK3

Nvidia hardware is an appreciating asset, with B300 value up 40% in 3 months. "The B300 Summer". In July, @Kimi_Moonshot released KimiK3, expanding B300 demand and value. By late September @Supermicro "Gold SKU" supply on 4-week lead time was depleted, triggering a continued value increase, with no sign of slowing down. Residual value for Nvidia hardware is increasing. @NVIDIAAIInfra @JensenHuang

Thanks @Google for having @ComputeDesk × @NodalExchange. Hyperscalers can soon trade and hedge compute, stay tuned.

Compute Desk is partnering with @NodalExchange to launch compute futures settled against our compute indexes. With the compute world’s nexus to electricity and power, Nodal is an exceptional venue for AI infrastructure companies, hyperscalers and financial institutions looking to hedge or gain exposure to compute, power or the spread between them. Reach out to @ComputeDesk to trade or hedge compute. H/T @ForgashEmily Bloomberg: bloomberg.com/news/articles/…

Even with ~13 GW of new US power coming online for compute this year and more efficient models, the demand is still outpacing supply by a large margin. Every one of our indices is up ~30%

Every morning on a compute trading desk starts with working out which deals actually need you. With Compute Trader, your pipeline already knows: one's a contract away from closing, another's gone quiet for a week. Ask the agent what to chase, and whatever the deal needs gets done in the same thread. Your desk's agent, in private beta: app.compute-desk.com

Day 2 at @Ai4Conferences in Las Vegas. Yesterday's lines wrapped the hall; this morning the mainstage opened with Geoffrey Hinton. The Compute Desk team is here through Thursday. If you rent, sell, or price compute, come find us.

Today we're publishing two GPU rental indices: GX Hopper US and GX Blackwell US. Independent, daily, $/GPU-hour. Built to IOSCO benchmark principles from settled US transactions and live prices. Hopper covers H100 and H200; Blackwell covers B200, B300, GB200 and GB300.

Compute Trader is live. If you buy or sell reserved GPU capacity, your deals now have somewhere to live. Today a GPU deal is spread across spreadsheets, chat apps and email threads. Trader runs the whole deal in one place: organize RFQs, send proposals, negotiate terms, sign contracts. Private to your team. Not a marketplace. Your desk, your contacts, your deal flow. app.compute-desk.com

Today we're launching gpuspec.io. Buying or selling GPU capacity means describing the same cluster over and over: model, count, region, fabric, term, price. It's slow to write, easy to garble, and impossible to track once it's been forwarded a few times.

Today we announce Compute Connect with our partners @Architect_Fi, and built on our Compute Clear infrastructure. Compute Connect is an Exchange-for-Physical market. Neoclouds, AI companies, enterprises exposed to compute procurement and pricing risk will have a bridge between the physically-settled compute deals they are familiar with, and the cash-settled derivatives market familiar to financial institutions. We will announce launch partners soon, and invite neoclouds, compute brokers, market-makers and traders to inquire at info [at] compute-index [dot] com.

Day 0 for Compute Desk. We're live with 3 GPU compute price indexes on 350,000+ Bloomberg terminals and landed on the desk of every CFO in the world. Our ticker symbols: ◉ CIBLKWUS: Compute Index Neocloud Blackwell US. ◉ CIHOPUS: Compute Index Neocloud Hopper US. ◉ CIHOPEU: Compute Index Neocloud Hopper EU. We are launching dozens more, tracking capacity, bulk contracted prices, exotic accelerator prices and inference dollar performance. Get in touch now for the richest compute pricing datafeeds in the market. And keep an eye out for announcements over the next few days.