The information layer for the AI compute economy
Track GPU rental prices, compute futures contracts, AI infrastructure ETFs, data center buildouts, and financing deals. Sourced. Structured. Updated daily.
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H100 and B200 prices, futures updates, ETF filings, financing deals - every Monday. No sponsors. Only sourced data.
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$52B
GPU rental market size, 2026
Oct 5
CME compute futures launch date
~13%
H100 forward curve backwardation
$765B
Global AI capex, 2026
Markets
Compute futures, contract specifications, forward curves, and market structure.
Data
GPU rental prices, price indexes, and compute cost trends across providers.
Learn
Market structure, investment context, and how compute is becoming a financial asset class.
What ComputeWatcher tracks
AI compute is becoming a financial asset class. We track the data that investors, operators, and researchers need to understand it.
The weekly compute market briefing
What moved in GPU prices. New ETF filings. Financing deals. Data center milestones. Delivered every Monday. No sponsors. No guessing.