The Grid is a structured observation and intelligence platform for AI compute markets — turning fragmented public data into daily, decision-grade market intelligence for compute buyers.
Twenty-one automated scrapers pull from public sources every day at 05:00 AEST. GPU rental pricing, AI provider status pages, token pricing, semiconductor earnings, DRAM spot markets, trade data, power interconnection queues, and social signal volume across X, Reddit, and Hacker News.
The data spans 12 layers of the compute supply chain — from raw materials and fabrication through packaging, memory, and chip design, down to cloud deployment, token economics, and buyer demand. Each layer carries empirically calibrated lead times that connect upstream constraints to downstream effects.
The CPI is a 0–100 composite score measuring aggregate buyer-side pressure across six weighted sub-indicators: GPU Rental Trend (25%), Memory Pressure (20%), Provider Incidents (15%), OCPI Spot (15%), Supply Chain Forward (15%), and Social Signal (10%).
The methodology is publicly documented. Min-max normalisation against 30-day baselines, severity-weighted incident scoring (critical ×4, major ×3, minor ×1, maintenance ×0.5), and five named bands: Abundant (≤25), Balanced (≤45), Tight (≤65), Constrained (≤80), Critical (>80). Anyone with the same data pipeline can calculate the same CPI. The moat is the pipeline, not the formula.
The daily editorial is an LLM-synthesised assessment of compute market conditions, grounded in that day's scraped data. Every claim traces to an observation classification: OBS (directly observed from data), AST (assessed from multiple signals), or EST(estimated with stated uncertainty). The editorial observes; it does not predict. Predictions are tracked separately with falsifiable metrics, timeframes, and confidence scores — and resolved publicly against the data.
Grid Standards v1.0 defines the vocabulary The Grid uses — six market condition descriptors, the CPI methodology, a 12-layer supply chain taxonomy, observation classifications, and temporal horizon formats. Published under CC BY 4.0. Free, open, citable.
The whitepaper frames the market problem: $2 trillion in cumulative AI compute expenditure by 2028, with no structured daily buyer-side intelligence about the market being purchased in.
The Grid is built by Jason Harvey. Manufacturing and supply chain operations background (COO, ModularWalls). The intuition behind The Grid comes from industrial commodity markets — LME warehouse warrants, stockyard yarding numbers, Baltic Dry Index — applied to AI compute.
Based in Sydney, Australia. The daily briefing publishes at 05:30 AEST — first read of the Asia-Pacific trading day.
Contact: briefing@thegridco.ai