References
Indices that measure the transacted side of the GPU rental market, methodology analogs for the statistical‑release convention this site follows, and long‑form pieces cited in our research notes.
gpumarkets.dev measures listed advertised rates on
public venue APIs. The indices below measure the transacted
side of the same market — negotiated contract rates and
surveyed deal‑flow — and are the principal complements readers
should consult when the two surfaces diverge.
- SemiAnalysis H100 1‑Year Rental Price Index.
Survey‑based contract‑rate series launched April 2, 2026.
Reports the ~$1.70 → ~$2.35 / GPU‑hr H100 1Y trajectory
(Oct 2025 → Mar 2026) and the "sold out across all GPU
types" on‑demand characterization we cite in the B200
decomposition note.
newsletter.semianalysis.com · the-great-gpu-shortage-rental-capacity - Ornn Compute Price Index (OCPI).
Transacted GPU pricing index published behind the Bloomberg
Terminal since April 2, 2026. Reflects negotiated
transaction levels between data centers and compute buyers.
Terminal access required; not open data.
ornn.com
References for the statistical‑release publishing convention this site follows — daily fix, public methodology, versioned series definitions, openly licensed historical data.
- Federal Reserve H.15 · Selected Interest Rates.
Daily interest‑rate reference with revision log, methodology
document, and versioned series definitions. The statistical
release ID, daily fixing cadence, public methodology, and
openly distributed historical series are the direct template
for H.GPU.
federalreserve.gov/releases/h15 - Platts Dated Brent.
Price assessment for physical cargoes of Brent crude. The
published methodology and the Market‑on‑Close process are
analogous to how a daily GPU fix is assembled from
concurrent observations under a declared estimator. A
useful reminder that a reference price is a constructed
object, not a discovered one.
spglobal.com · commodity‑insights oil methodology
Pieces that bear directly on the listed‑vs‑transacted divergence or on the compute‑market structure our research notes draw on. Strict reverse‑chronological order.
- 2026‑04‑09 — Timothy Prickett Morgan,
"CoreWeave takes as much financial engineering as it
does datacenter design" (The Next Platform). Unpacks
the CoreWeave order‑book structure that the B200
decomposition note's demand proxy draws on.
nextplatform.com · coreweave financial engineering - 2026‑04‑02 — SemiAnalysis,
"The Great GPU Shortage — Rental Capacity — Launching
our H100 1 Year Rental Price Index."
Companion piece to the H100 1Y index launch; sets up the
contract‑side trajectory that diverges from listed spot.
newsletter.semianalysis.com · the-great-gpu-shortage-rental-capacity
When a claim on gpumarkets.dev and a claim in one
of the sources above point in different directions, neither is
necessarily wrong — they are almost certainly measuring
different surfaces of the same market. The
methodology page is explicit about
what the listed‑side fix measures and does not measure; the
equivalent document for any transacted‑side index is the
starting point for reconciling a divergence.
Suggestions for additional references welcome — email john@gpumarkets.dev or open a pull request on github.com/gpu-markets/gpumarkets.