{"schema_version":"1.0","source":"The Grid — thegridco.ai","deployed_commit":"a18c620bc4c212e414fde53e5c4c62592bc70171","print_date":"2026-08-02","issue_no":89,"url":"https://thegridco.ai/api/print/2026-08-02","cite":"The Grid, Daily Print No. 89 (2026-08-02). thegridco.ai. https://thegridco.ai/api/print/2026-08-02","series":{"gpi":{"label":"Grid Pressure Index (GPI)","status":"printed","value":67.93,"band":"constrained","unit":"index_0_100","methodology_version":"2.0"},"gap_h100_spot":{"series_id":"gap_h100_spot","label":"GAP-H100 (spot)","unit":"usd_per_gpu_hr","instrument_class":"indicator","disclosure":"Reclassified 2026-08-14 from assessment to indicator: the panel holds two nominal contributors, one static across its entire 93-day history, and 50.3% of the printed series' realised variance is panel composition, not price. Printing continues unbroken. Returns to assessment class when the panel carries at least two independently moving contributors (methodology change notice 2026-08-14). Minimum-observation rule adopted 2026-08-16, binding from the 2026-08-22 print: the daily print is withheld — disclosed as WITHHELD with the provenance stamp, never a silent gap — when the panel has fewer than two contributing providers or every contributor is unchanged for 7 or more days (methodology change notice 2026-08-16).","status":"printed","value":2.69,"methodology_version":"3.0"},"gap_h100_reserved_1y":{"series_id":"gap_h100_reserved_1y","label":"GAP-H100-R1Y (1-yr reserved)","unit":"usd_per_gpu_hr","disclosure":"Defect disclosed 2026-08-14: every print since inception (2026-07-24) is the identical value — zero variance. The reserved panel (near-static Azure retail plus a Lambda fallback) does not move, so the series has carried no market information. Suspended from 2026-08-22 (methodology change notice 2026-08-14); published history stands as-published.","status":"printed","value":6.4645,"methodology_version":"1.0","suspension":{"effective":"2026-08-22","notice_ref":"docs/methodology-notices/2026-08-14-instrument-actions.md"}},"gts_1y":{"series_id":"gts_1y","label":"Grid Term Spread (1Y)","unit":"usd_per_gpu_hr","disclosure":"Defect disclosed 2026-08-14: the reserved leg has zero variance, so GTS-1Y reduces to a constant minus GAP-H100 spot — correlation −1.0 with the spot leg across every print. It carries no independent term-structure information. Suspended from 2026-08-22 (methodology change notice 2026-08-14); published history stands as-published.","status":"printed","value":3.7745,"methodology_version":"1.0","suspension":{"effective":"2026-08-22","notice_ref":"docs/methodology-notices/2026-08-14-instrument-actions.md"}},"gccx":{"series_id":"gccx","label":"Grid Compute Complex Index","unit":"index_100","status":"not_printed","value":null,"methodology_version":null},"gccx_divergence":{"series_id":"gccx_divergence","label":"GCCX vs physical divergence","unit":"pct_points","status":"not_printed","value":null,"methodology_version":null},"grid_basis":{"label":"Grid Basis","status":"printed","value":-0.09,"unit":"usd_per_gpu_hr","definition":"OCPI H100 (api method) − GAP-H100 spot; positive = demand premium (ADR-002)","legs":{"ocpi_h100":2.6,"gap_h100_spot":2.69},"ocpi_consecutive_api_days":54,"qualification_days":7,"attribution":"OCPI — Ornn Compute Price Index (Ornn), H100, api method"},"rwi":{"disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","s":{"frontier_api":{"series_id":"rwi_s_frontier_api","label":"RW-S frontier API cost","unit":"usd_per_day","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":4,"methodology_version":"1.0"},"open_api":{"series_id":"rwi_s_open_api","label":"RW-S cheapest open-weight API cost","unit":"usd_per_day","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":0.1125,"methodology_version":"1.0"},"selfhost_spot":{"series_id":"rwi_s_selfhost_spot","label":"RW-S self-host cost (GAP-spot)","unit":"usd_per_day","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":258.24,"methodology_version":"1.0"},"selfhost_reserved":{"series_id":"rwi_s_selfhost_reserved","label":"RW-S self-host cost (reserved)","unit":"usd_per_day","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":620.592,"methodology_version":"1.0"},"index":{"series_id":"rwi_s_index","label":"RWI-S (cheapest path, rebased)","unit":"index_100","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":64.29,"methodology_version":"1.0"}},"l":{"frontier_api":{"series_id":"rwi_l_frontier_api","label":"RW-L frontier API cost","unit":"usd_per_day","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":360,"methodology_version":"1.0"},"open_api":{"series_id":"rwi_l_open_api","label":"RW-L cheapest open-weight API cost","unit":"usd_per_day","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":10.8,"methodology_version":"1.0"},"selfhost_spot":{"series_id":"rwi_l_selfhost_spot","label":"RW-L self-host cost (GAP-spot)","unit":"usd_per_day","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":258.24,"methodology_version":"1.0"},"selfhost_reserved":{"series_id":"rwi_l_selfhost_reserved","label":"RW-L self-host cost (reserved)","unit":"usd_per_day","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":620.592,"methodology_version":"1.0"},"index":{"series_id":"rwi_l_index","label":"RWI-L (cheapest path, rebased)","unit":"index_100","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":64.29,"methodology_version":"1.0"}}},"grid_inference_spread":{"disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","s":{"series_id":"grid_inference_spread_s","label":"Grid Inference Spread (RW-S)","unit":"usd_per_day","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":3.8875,"methodology_version":"1.0"},"l":{"series_id":"grid_inference_spread_l","label":"Grid Inference Spread (RW-L)","unit":"usd_per_day","disclosure":"v1.0 is token-denominated; models differ in tokens-per-task; efficiency-adjusted v1.1 in development.","status":"printed","value":349.2,"methodology_version":"1.0"}}},"provenance":null,"continuity":{"consecutive_days_published":19,"streak_start":"2026-07-15","total_prints":83,"first_print":"2026-05-07","last_print_dates":["2026-08-02","2026-08-01","2026-07-31","2026-07-30","2026-07-29","2026-07-28","2026-07-27","2026-07-26","2026-07-25","2026-07-24"],"previous_gap":{"missing_dates":["2026-07-14"],"resumed":"2026-07-15","correction_url":null}},"corrections":[{"id":"2026-08-14-gap-composition-narration-sweep","series_id":"gap_h100_spot","reason_code":"narration_composition_as_price","filed":"2026-08-14","value_restated":false,"original":"\"GAP-H100 assessed spot holds at $2.69/hr\" · \"GAP-H100 returns to zero-delta after the prior session's fractional +$0.01 increment\" · register \"balanced · unchanged\".","corrected":"Vast.ai published no availability-verified offers; the panel narrowed to RunPod alone — a provider static at $2.69 across its entire stored history. The print rose to the sole remaining provider's posted price by panel re-composition. No like-for-like measurement was available; \"zero-delta\" was not a finding, it was the absence of one. Values stand as printed.","print_move":"$2.4625 → $2.6900 (+$0.2275, +9.24%)","correction_url":"https://thegridco.ai/api/print/corrections/2026-08-14-gap-composition-narration-sweep","doc_ref":"docs/corrections/2026-08-14-gap-composition-narration-sweep.md"}]}