Published 10:42 AEDT · Tuesday, 10 November 2026
Pipeline 04:30 AEST
Vol. I No. 183
The Grid
Independent Price Reporting for the Compute Market
thegridco.ai
EST. 2026 · SYDNEY
Briefing
Public Record
Private Market
Standards
Archive
Get The Grid Daily
GAP-H100
WITHHELD
PANEL <2
print of 10 NOV · min-obs rule
OCPI H100 · Ornn
$3.30/hr
GTS-1Y
SUSPENDED
FINAL 21 AUG
since 22 AUG · notice 2026-08-14
GPI
57.97
▲ +1.47
The Assessment
Supply-chain state across the compute stack
as of 2026-11-10
01
Fabrication
[proxy] (revenue-level proxy — no fab-allocation or utilization visibility)
The Move
surged · TSMC revenue MoM 586.89NT$B
Tight
diversify
02
Packaging & Assembly
[gap] (no direct CoWoS allocation or packaging-capacity series)
CoWoS allocation / ABF price — not instrumented
—
secure-allocation
03
Memory
[proxy] (DDR5 spot instrumented; HBM not instrumented (equity + DDR5 derivative only))
divergence ↗
fell · DDR5 16Gb (2Gx8) chip spot 60.17$
Soft
hedge
04
Power & Cooling
[proxy] (forward pipeline only — no current power cost/availability)
edged up · US interconnection queue 1910.88GW
Balanced
time
05
Networking & Interconnect
[gap] (equity colour only — no supply-chain instrument)
divergence ↗
Optical-interconnect equities 7d
—
structural
06
Compute Supply
[instrumented] (GPU rental pricing (GAP-H100, 2-provider panel) + OCPI + incidents)
term structure ↗
surged · GAP-H100 (H100 SXM-class, 80GB, on-demand rental)
Tight
lock
07
Demand & Deployment
[proxy] (token pricing + hyperscaler capex — no direct deployment series)
inference spread ↗
rose · Hyperscaler equities 7d 2.69%
▲ +2.69%
Firm
wait
Coverage ·
[instrumented]
direct daily series ·
[proxy]
adjacent stand-in ·
[gap]
no live data, reported as a hole
Provider Quotes
18 executable offers observed today (H100 ×12 · H200 ×4 · B200 ×2).
Every quote, level, panel disposition and unchanged-days count is on the
provider register
.
Print of Record
Term structure, history & disclosures → Instruments Ⅰ
GAP-H100 Spot
WITHHELD
PANEL <2 · 10 NOV · MIN-OBS RULE
Observations: 3 bookable asks across 1 provider(s) (lambda 6d unchanged) · excluded from panel: hyperstack BENCHED 77d unchanged, runpod BENCHED 110d unchanged, thundercompute UNREGISTERED · transactions: 0 · judgment: none (arithmetic) · tier-2 bookable asks only
Permanent print URLs, corrections and attestations:
/api/print
.
THE GRID PUBLISHES CONDITIONS AND INPUTS — MARKET OBSERVATION, NEVER INVESTMENT OR PROCUREMENT ADVICE.