Datasets:
Tasks:
Time Series Forecasting
Formats:
csv
Languages:
English
Size:
< 1K
Tags:
AI industry analysis
structural analysis
industrial economics
AI infrastructure
GPU rental prices
compute financing
License:
Added Terms section to README
Browse files
README.md
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@@ -48,6 +48,15 @@ The rules do not change. Known confounds (new workloads running on older chips;
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- **`index_content_changes`** records changes in what an index contains (a new chip, new providers, a method change), so they are not mistaken for market moves.
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- **`causal_claim`** in `events.csv` is always `none`. Events are recorded because they might later show up in the numbers, not as explanations.
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## Method
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- Both index pages are recorded on the same day each month, and a screenshot is kept for every reading.
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- **`index_content_changes`** records changes in what an index contains (a new chip, new providers, a method change), so they are not mistaken for market moves.
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- **`causal_claim`** in `events.csv` is always `none`. Events are recorded because they might later show up in the numbers, not as explanations.
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### Terms
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- **H100, B200, B300:** Nvidia AI chips (GPUs), from older to newer. Vera Rubin is the generation after the B300.
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- **Premium:** B200 rent divided by H100 rent. How much more the newest tracked chip earns than an older one.
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- **Specialist provider (neocloud):** a company that mainly rents out AI chips, such as CoreWeave, Nebius or Lambda.
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- **Hyperscaler:** the largest cloud companies: Amazon, Microsoft, Google.
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- **Shortage easing:** the trigger that activates the test, measured by the GDDR6 memory index.
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- **Server lifespan:** how many years an owner's accounts assume a server stays in use (its depreciation period).
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## Method
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- Both index pages are recorded on the same day each month, and a screenshot is kept for every reading.
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