Published 07:13 AEST · Before US Open · Wednesday, 9 September 2026Pipeline 04:30 AESTVol. I  No. 121
The Grid
Independent Price Reporting for the Compute Market
thegridco.ai
EST. 2026 · SYDNEY
Standards · the methodology library

Grid Standards

How every Grid print is produced, specified, changed and corrected — as permalinked pages, not chapters. Process lives in one place; specifications live one per series; the change notices, the corrections log, the participation rules and the terms are their own URLs.

Everything on these pages is true on the date shown. Where a rule does not exist yet, the page says “in development” rather than inventing one. Disclosures, notices and correction records are rendered from their single source of record, never re-typed.

Grid Standards v2.0 · 2026-08-17 · supersedes v1.3 (July 2026) · methodology text CC BY 4.0 · cite: Grid Standards v2.0, The Grid, August 2026. thegridco.ai/standards

· The honesty frame

what this library is · what it is not · where the series stand today
The honesty frame

What this is. The published account of how The Grid produces, names, classifies, changes and corrects what it prints — written so a reader, a counterparty or a reviewer can trace any number on the site back to its inputs, its estimator version and the judgment applied (none, on any printed number: the arithmetic is code-owned and the provenance is stamped on the print). It describes what The Grid does; it does not claim a status. Let the pages substantiate the conclusion.

What this is not. Not a promise about the future, not a rulebook that has run ahead of practice, and not a re-typing of anything that already has a home. Every disclosure on an instrument page is the same string the series carries on /instruments and in /api/print; every notice is the document of record; every correction is the registry entry the API serves.

Where the series stand today. As of the 2026-08-14 methodology audit, no Grid series is in the assessment class: GAP-H100 spot is reclassified an indicator while its panel is thin (two nominal contributors, one static across its entire history), and the reserved leg (GAP-H100-R1Y) and the term spread (GTS-1Y) are suspended from 2026-08-22 for zero variance. A minimum-observation rule for GAP-H100 spot is adopted and binds from the 2026-08-22 print. The indicators (GPI, GCCX, the divergence, RWI, the inference spread, Grid Basis) and the records (the Ledger, the registers, the map, the archive) are unaffected. The position is disclosed on every surface; the path back is a wider panel — see /standards/participate.

· The library

permalinked pages · one job each
PageWhat it holds
/standards/the-problemThe Problem. Why an independent reference for negotiated compute does not exist — most deals price privately (sourced, with the venue-operator quote cited), every existing reference holds a position, and the unit that matters is the commitment. The sceptic's landing.
/standards/methodologyMethodology. The master document: input data and hierarchy, determination, publication, the narration gate, corrections policy, change process, suspension and withholding, independence, the vocabulary and the changelog.
/standards/instrumentsInstruments. One specification page per series from the A4 field template — class, panel, normalisation, close, disclosures, revision history. Suspended series keep their pages.
/standards/noticesNotices. Every methodology change notice, rendered verbatim from the document of record — proposal, decision, notice period, effective date.
/standards/correctionsCorrections. Every correction of record — the same registry /api/print serves inline, made readable: what was published, what stands corrected, reason code, whether a value was restated.
/standards/participateParticipate. Participation v0: what a submission is, where it goes, the receipt discipline, confidentiality, panel thresholds — and what is still in development.
/standards/termsTerms. Terms of use, the not-advice line, the complaints procedure, and the citation and redistribution policy — free to cite with attribution; permanent print URLs; what needs a licence.
/standards/attestationsAttestations. What the daily ledger-digest artifacts commit to — the print hash ledger and the chained submission ledger — and how an outsider verifies them from the served artifacts at /api/attestations.

· The instruments

9 specification pages · 2 suspended · classes stated
No Grid series is in the assessment class as of 2026-08-14 (methodology change notice 2026-08-14 §2). Every row states its Part B class; the class label on a suspended series is historical.
CodeClassStatusMethodologyWhat it isSpecification
GAP-H100Class 3 · indicatorPrintingv3.0Grid Assessed Price — H100 spot/standards/instruments/gap-h100
GAP-H100-R1YClass 1 · assessmentSuspended from 2026-08-22v1.0Grid Assessed Price — H100, 1-year reserved/standards/instruments/gap-h100-r1y
GTS-1YClass 2 · calculatedSuspended from 2026-08-22v1.0Grid Term Spread — 1 year/standards/instruments/gts-1y
Grid BasisClass 2 · calculatedPrinting · qualification-gatedsign standardised 2026-07-24Grid Basis — OCPI minus GAP-H100/standards/instruments/grid-basis
GPIClass 3 · indicatorPrintingv2.0Grid Pressure Index/standards/instruments/gpi
GCCXClass 3 · indicatorPrintingv1.0Grid Compute Complex Index/standards/instruments/gccx
GCCX divergenceClass 3 · indicatorPrintingv1.1GCCX vs physical divergence/standards/instruments/gccx-divergence
RWIClass 3 · indicatorPrintingv1.0Reference Workload Index — RW-S and RW-L/standards/instruments/rwi
Grid Inference SpreadClass 2 · calculatedPrintingv1.0Grid Inference Spread — RW-S and RW-L/standards/instruments/grid-inference-spread
Class 4 · records — not measures; no A4 specification, listed so the class boundary is visible
RecordSurfaceWhat it holds
The Ledger/instruments#ledgerDated forward claims by named commentators, stored verbatim by construction and scored only when the date arrives — never predicted, always recorded. No automatic hit/miss: date-arrived rows queue for founder scoring.
Financing/financingWho finances the compute buildout — third-party-reported commitments quoted verbatim and cited to source; status walks forward only on a stored regulatory filing.
Providers/providersThe bookable-quote register behind the GAP panel, with the commercial disclosure of how the register is paid for stated on the page (neutrality structure of record, 2026-07-24).
Supply chain/supply-chainThe seven-segment supply-chain graph — nodes and lagged edges — with honest [instrumented] / [proxy] / [gap] coverage tags. Structure is public; a [gap] is a documented hole, never a state.
Corrections/standards/correctionsEvery filed correction, in the same registry /api/print serves inline.
Archive/archiveEvery daily edition since May 2026, as published; the permanent print URL is /api/print/<date>.
Class definitions (assessment specification Part B): Class 1 · assessment — a price for a defined thing · Class 2 · calculated — arithmetic on assessments or third-party prices · Class 3 · indicator — a constructed measure that is not a price · Class 4 · record — not a measure. Mixing these classes is the fastest way to lose an assessment brand, so the boundary is stated on every page.

· How this publication is organised

the surfaces and what feeds what · every box is a link
Contributing sources → the daily cycle → one print of record → the briefing → the registers → the archive. Standards beside them. The rails read the print directly.
DATA LAYERContributing sourcespublic · named on the printasks · list prices · DRAM spotcloses · OCPI (cited) · submissions: noneDAILY CYCLE18:30 UTC anchorprint date = cycle datedeterministic · versionedPRINT OF RECORDThe daily printstored · stamped · immutableprovenance · corrections annotateONE PROVENANCEEVERY SURFACE READS ITTHE DAY'S PRINTSURFACE · THE DAILY READBriefing /THE CALL · THE ASSESSMENT · THE MOVE · THE SCORE — index strip · seven segments · provenance stampfree · the funnel · every number code-owned, narration gatedTHE SURFACES BENEATH THE READ — EACH LINKS BACK TO THE PRINTREGISTERInstrumentsseries · the Ledgerterm structure · divergenceRWI · spread · LedgerREGISTER · CLASS-4Financingwho finances the buildoutverbatim · cited · statusREGISTERProvidersbookable quotes · GAP panelcommercial disclosure statedREGISTER · THE MAPSupply Chain7 segments · lagged edges[instrumented]·[proxy]·[gap]DATED EDITIONS ACCRUERECORDArchive /archiveevery dated edition as published · permanent print URL /api/print/<date>BESIDE EVERY SURFACEStandards /standardsthe methodology library/methodology — how a print is made/instruments/<code> — one spec per series, suspended too/notices — change notices/corrections — of record/participate — submissions v0/terms — citation · complaints/attestations — verify the ledgerssubstantiates what thesurfaces publish; stateswhat is in development.RAILS · UNDERNEATH EVERYTHING · READ THE PRINT OF RECORD DIRECTLYRAIL · CITATION/api/print familylatest · /api/print/<date> (permanent, immutable) · /corrections[/<id>]JSON · provenance inline · corrections inline · no authRAIL · AGENTSMCP /api/mcpget_conditions · get_term_structure · get_reference_workload_cost · get_seriesread-only · reads the same print of recordALSO: /start (first-visitor walk) · /about · /subscribe · /ask · /api/subscribe — NOT SHOWN: internal pipeline, CI, invariants

· Notices and corrections at a glance

9 notices · 7 corrections filed · 2 value restatements
Methodology change notices · newest first
DateNoticeEffective
2026-08-31Outage notice — six daily prints never produced (2026-08-25 → 2026-08-30); test window paused2026-08-31 — the resumption print. The gap dates themselves are records of
2026-08-25Process notice — check demand telemetry: the shape of what was asked, never the contentfrom the first deployment carrying this notice — and materially only after the
2026-08-21watch-condition thresholds recalibrated to observed distributionsthe first daily evaluation after the founder applies the retune (scripts/retune_watch_conditions.py --apply), no earlier than 2026-08-22. Publish-before-effect (decision of record 2026-07-24 §2) is preserved: this notice is dated and published before any evaluation the new thresholds govern. Alerts already recorded stand as sent.
2026-08-20GAP panel admission & benching; RunPod bench scheduled 2026-08-282026-08-21 — the first print after this notice. Publish-before-effect
2026-08-20the normalisation ladder: rungs 1–3 published as reference, rung 4 declined2026-08-20 — on publication. Publish-before-effect (decision of record
2026-08-17provenance stamp: first stamped print of record (clarification)on publication, 2026-08-17. The record clarified below concerns the 2026-08-14 →
2026-08-16minimum-observation rule for GAP-H100 spot (decision)the rule binds from the 2026-08-22 print — the same date the GAP-H100-R1Y
2026-08-14instrument actions of 2026-08-14
2026-08-14minimum-observation rule for GAP-H100 spotDECIDED — adopted unmodified by founder ruling 2026-08-16; decision
Corrections of record · newest filing first
FiledCorrection idDates
2026-08-312026-08-31-pipeline-outage-missing-prints2026-08-25 → 2026-08-30 (6)
2026-08-162026-08-14-gap-composition-narration-sweep2026-07-30 → 2026-08-13 (10)
2026-08-162026-08-16-gap-2026-08-11-matched-as-increment2026-08-11
2026-08-142026-08-14-gap-2026-08-07-composition-narration2026-08-07
2026-08-092026-08-09-editorial-gap-2026-08-062026-08-06
2026-08-052026-08-05-divergence-rebase-contamination2026-07-27 → 2026-08-04 (6)
2026-07-272026-07-25-gap-v3-effective-date2026-07-24
Grid Standards v2.0 (2026-08-17) is the reorganisation of the single-page Grid Standards v1.3 into this library — a documentation change, not a methodology change; no printed value, method or notice period changed with it. The v1.0–v1.3 changelog is carried on /standards/methodology. Methodology text licensed CC BY 4.0; the citation and redistribution policy for printed values is at /standards/terms.