GPU Markets · v0.1 · Fixing released daily at 00:30 UTC Last fix · 2026‑04‑18 · 00:30 UTC

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.

§ · Transacted-side indices

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
§ · Methodology analogs

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
§ · Selected long-form reads

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
§ · How to read cross-source divergences

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.