Urdais

Compute Analytics

Demo data

The economics of computational infrastructure.

Forward pricing, fleet utilization, and hardware payback across the compute market.

Forward curve and payback follow the selected accelerator; fleet utilization shows every accelerator.

Compute Forward Curve

Market pricing by tenor

Spot
$2.41
1Y forward
$1.83
1Y vs spot
−24.0%

H100 SXM · $/GPU-hour · Downward sloping · demo term marks, not exchange-traded futures

Fleet Utilization

Share of available compute rented, by accelerator

Utilization = rented GPUs ÷ available GPUs · trailing year, weekly

  • H100 SXM
  • H200
  • A100 SXM4
  • RTX 5090
  • B200
  1. 01H100 SXM87%
  2. 02H20087%
  3. 03B20078%
  4. 04RTX 509075%
  5. 05A100 SXM475%

Higher utilization indicates a tighter available compute fleet.

Payback Period

Years to recover hardware investment along the forward curve

H100 SXM · spot payback2.1 yearslower payback = faster hardware cost recovery

  1. Spot · $2.412.1 yearsnet $14,161 / year
  2. 1M · $2.372.2 yearsnet $13,885 / year
  3. 3M · $2.292.3 yearsnet $13,240 / year
  4. 6M · $2.122.5 yearsnet $11,951 / year
  5. 1Y · $1.833.1 yearsnet $9,740 / year

Demo assumptions · utilization 87% (latest fleet observation) · acquisition $30,000 · power 0.70 kW while rented · electricity $0.08/kWh · hosting $0.35/GPU-hour available · other $0.10/GPU-hour rented. Payback = acquisition cost ÷ (gross rental revenue − electricity − hosting − other), over 8,760 hours.