Urdais

Intelligence for the Information Age

Information Markets

UCPI

Urdais Compute Price IndexDemo data

2.41 $/GPU-hour +2.55% 1D · as of Sep 4, 2026, 16:00 UTC

Compute

Demo content

Demo: H100 hourly rates ease as spot capacity loosens across major clouds

Sample story tracking a modest week-over-week decline in on-demand GPU pricing, with reserved capacity holding steady.

Demo Compute Desk · Sep 4, 2026

Demo: H200 availability improves in North American regions

Illustrative coverage of shorter provisioning queues for next-generation accelerators as new capacity comes online.

Demo Infrastructure Wire · Sep 4, 2026

Demo: Neocloud providers expand reserved-instance terms for training clusters

Placeholder analysis of multi-year commitments and how they shape the visible spot market for compute.

Demo Capacity Monitor · Sep 3, 2026

Demo: Inference workloads shift the mix toward smaller GPU classes

Sample piece on how serving traffic changes which accelerator tiers see the tightest supply.

Demo Compute Desk · Sep 2, 2026

Demo: Regional compute price gaps narrow between US and EU

Mock comparison of hourly rates across regions as cross-border capacity balances out.

Demo Infrastructure Wire · Sep 1, 2026

Memory

Demo content

Demo: HBM contract pricing firms as accelerator demand outpaces supply

Sample coverage of high-bandwidth memory allocations and the pricing pressure that follows.

Demo Memory Monitor · Sep 4, 2026

Demo: DRAM spot prices tick higher for a third week

Illustrative note on commodity DRAM tracking upward on inventory drawdowns.

Demo Semiconductor Desk · Sep 4, 2026

Demo: Memory bandwidth becomes the binding constraint for inference

Placeholder explainer on why bytes per second, not FLOPs, increasingly set serving costs.

Demo Memory Monitor · Sep 3, 2026

Demo: Next HBM generation sampling timelines reported

Mock report on qualification schedules and what they imply for accelerator roadmaps.

Demo Semiconductor Desk · Sep 2, 2026

Demo: Enterprise DRAM refresh cycle lengthens

Sample story on buyers stretching replacement cycles while prices are elevated.

Demo Memory Monitor · Aug 31, 2026

Photonics

Demo content

Demo: Silicon photonics transceivers reach volume for 800G links

Sample coverage of optical interconnect ramp inside large training clusters.

Demo Photonics Brief · Sep 4, 2026

Demo: Co-packaged optics timelines firm up for next-generation switches

Illustrative piece on moving optics closer to the switch ASIC to cut power per bit.

Demo Optical Wire · Sep 3, 2026

Demo: Optical interconnect pricing per lane continues to fall

Placeholder analysis of cost curves for pluggable and co-packaged modules.

Demo Photonics Brief · Sep 3, 2026

Demo: Laser supply flagged as a watch item for optics makers

Mock report on component constraints upstream of transceiver assembly.

Demo Optical Wire · Sep 1, 2026

Demo: Scale-up fabrics push photonics into the rack

Sample explainer on where optical links replace copper inside dense accelerator systems.

Demo Photonics Brief · Aug 30, 2026

Energy / Power

Demo content

Demo: Data-center power demand forecasts revised higher again

Sample coverage of utility planning documents and multi-gigawatt interconnect queues.

Demo Grid Monitor · Sep 4, 2026

Demo: Grid capacity becomes the gating factor for new campuses

Illustrative piece on transmission constraints delaying otherwise-ready sites.

Demo Power Wire · Sep 4, 2026

Demo: Nuclear power agreements for compute move toward firm terms

Placeholder story on long-dated supply deals pairing reactors with data centers.

Demo Grid Monitor · Sep 3, 2026

Demo: On-site renewables plus storage gain favor for edge sites

Mock analysis of behind-the-meter builds where grid connections lag.

Demo Power Wire · Sep 2, 2026

Demo: Power price volatility feeds into hourly compute costs

Sample explainer linking wholesale electricity swings to GPU-hour pricing.

Demo Grid Monitor · Aug 31, 2026

AI Chips

Demo content

Demo: Accelerator roadmaps compress as vendors target yearly cadence

Sample coverage of shortened product cycles across leading GPU and ASIC makers.

Demo Silicon Desk · Sep 4, 2026

Demo: Custom accelerators take a larger share of hyperscaler capex

Illustrative piece on in-house chips displacing merchant GPUs for some workloads.

Demo Chip Wire · Sep 4, 2026

Demo: Inference-focused ASICs court cost-sensitive buyers

Placeholder analysis of price-per-token claims and the benchmarks behind them.

Demo Silicon Desk · Sep 3, 2026

Demo: Advanced packaging capacity remains the shared bottleneck

Mock report on how chip-on-wafer assembly limits output across vendors.

Demo Chip Wire · Sep 2, 2026

Demo: Second-source strategies gain traction among large buyers

Sample story on procurement teams qualifying multiple accelerator families.

Demo Silicon Desk · Sep 1, 2026

Crypto

Demo content

Demo: Bitcoin holds a narrow range as spot volumes thin

Sample market note on subdued weekend activity and stable funding conditions.

Demo Digital Asset Desk · Sep 4, 2026

Demo: Stablecoin settlement volume sets another monthly high

Illustrative coverage of on-chain dollar transfers growing across payment corridors.

Demo Chain Monitor · Sep 4, 2026

Demo: Mining difficulty adjusts upward after hashrate recovery

Placeholder story on network security metrics following power-cost swings.

Demo Digital Asset Desk · Sep 3, 2026

Demo: Custody infrastructure expands institutional coverage

Mock report on qualified custody offerings and what they mean for allocators.

Demo Chain Monitor · Sep 2, 2026

Demo: Miners weigh compute hosting as an alternative revenue line

Sample analysis of facilities repurposing power capacity for AI workloads.

Demo Digital Asset Desk · Sep 1, 2026

Measurement index

What Urdais Measures

The markets and infrastructure underlying the Information Age.

Compute
Price of computational capacity
- $/GPU-hour
- $/PFLOP-hour
- H100 · H200 · B200
Memory
Price of high-performance memory
- $/GB
- $/GB/s
- HBM3E · HBM4
Photonics
Price of moving information
- $/Gbps
- Transceivers
- Optical bandwidth
Energy / Power
Price of powering computation
- $/kWh
- $/MWh
- Regional pricing
Chips & Accelerators
Price of advanced compute hardware
- $/accelerator
- Performance/$
- Availability
Model Economics
Price of machine intelligence
- $/1M input tokens
- $/1M output tokens
- Inference cost
Crypto
Native monetary markets of the Information Age
- BTC purchasing power
- Network economics

Measured across

Price
Capacity
Performance
Region
Service quality
Volatility

Urdais

Information Markets›

Compute

Demo: H100 hourly rates ease as spot capacity loosens across major clouds

Demo: H200 availability improves in North American regions

Demo: Neocloud providers expand reserved-instance terms for training clusters

Demo: Inference workloads shift the mix toward smaller GPU classes

Demo: Regional compute price gaps narrow between US and EU

Memory

Demo: HBM contract pricing firms as accelerator demand outpaces supply

Demo: DRAM spot prices tick higher for a third week

Demo: Memory bandwidth becomes the binding constraint for inference

Demo: Next HBM generation sampling timelines reported

Demo: Enterprise DRAM refresh cycle lengthens

Photonics

Demo: Silicon photonics transceivers reach volume for 800G links

Demo: Co-packaged optics timelines firm up for next-generation switches

Demo: Optical interconnect pricing per lane continues to fall

Demo: Laser supply flagged as a watch item for optics makers

Demo: Scale-up fabrics push photonics into the rack

Energy / Power

Demo: Data-center power demand forecasts revised higher again

Demo: Grid capacity becomes the gating factor for new campuses

Demo: Nuclear power agreements for compute move toward firm terms

Demo: On-site renewables plus storage gain favor for edge sites

Demo: Power price volatility feeds into hourly compute costs

AI Chips

Demo: Accelerator roadmaps compress as vendors target yearly cadence

Demo: Custom accelerators take a larger share of hyperscaler capex

Demo: Inference-focused ASICs court cost-sensitive buyers

Demo: Advanced packaging capacity remains the shared bottleneck

Demo: Second-source strategies gain traction among large buyers

Crypto

Demo: Bitcoin holds a narrow range as spot volumes thin

Demo: Stablecoin settlement volume sets another monthly high

Demo: Mining difficulty adjusts upward after hashrate recovery

Demo: Custody infrastructure expands institutional coverage

Demo: Miners weigh compute hosting as an alternative revenue line

What Urdais Measures

Compute→

Memory

Photonics

Energy / Power→

Chips & Accelerators

Model Economics→

Crypto

Measured across

Information Markets

Compute

Energy / Power

Model Economics