Commodity tape
GPU
A100 80GB
$2.08
$/GPU-hr
5 asks · OCPI · card · quoted in the last day
H100 SXM
$4.14
$/GPU-hr
6 asks · OCPI · card · quoted in the last day
H200
$6.21
$/GPU-hr
2 asks · OCPI · card · quoted in the last day
B200
$8.06
$/GPU-hr
4 asks · OCPI · card · quoted in the last day
B300
$10.45
$/GPU-hr
4 asks · quoted in the last day
Gas
Henry Hub
$2.998
$/MMBtu
+0.142 on the day
Power
ERCOT North
$58.07
$/MWh
Dallas · real time
ERCOT West
$60.58
$/MWh
Abilene · real time
ERCOT Houston
$54.54
$/MWh
Houston · real time
CAISO NP15
$50.65
$/MWh
Silicon Valley · real time
CAISO SP15
$55.23
$/MWh
Los Angeles · real time
MISO Illinois
$32.37
$/MWh
Central Illinois · real time
MISO Indiana
$35.55
$/MWh
Indiana hub · real time
Columbus
$101.90
$/MWh
AEP Ohio PTC · to Dec 31
Waterford
$101.90
$/MWh
AEP Ohio PTC · to Dec 31
NYC Zone J
$31.68
$/MWh
New York · real time
Long Island
$32.01
$/MWh
NYISO LONGIL · real time
Palo Verde
$27.83
$/MWh
Phoenix · peak Oct 27
Mid-Columbia
$55.20
$/MWh
Oregon & Washington · peak Oct 27
Mass Hub
$49.20
$/MWh
New England · peak Oct 27
PJM West
$63.91
$/MWh
Eastern hub · peak Oct 27
United States
A developer seeking county approval for a 6-gigawatt AI data-center campus in Cochise County, Arizona, said in a Nov. 4 statement that SpaceX would host the project's community town hall. It is the only mention of SpaceX in the county's case file.
The deal highlights the challenges of developing massive AI data centers.
Elon Musk moved early to build AI data centers in Tennessee and Mississippi and reaped the rewards.
DataVita has revised plan for Chapelhall development to be wholly powered by 1GW of renewable energy A datacentre company that said it would power a massive AI development near Glasgow with renewable energy has admitted…
AI models can often spot problematic behavior by other AI agents in logs, according to a study by Anthropic researcher Andy Hall.
Crosby, an A.I. law firm, bought it for them.
The case for managed inference, or automatically routing queries to the right model for the right job
Thinking Machines' AI model Inkling 2 Small swears during its internal reasoning, 316 times across 2,655 benchmark runs, according to an analysis by Vals AI.
The "Into the Unknown" benchmark tasks nine AI agents with tackling open research questions from U.S.
Anthropic CEO Dario Amodei. | Photo: Jason Henry/Bloomberg via Getty Images Anthropic is using AI to build more powerful AI.
Meta Platform’s chief strategy officer Dave Wehner is leaving the company to become chief finance officer of AI inference startup Fireworks, Wehner confirmed on X Friday.
Lawsuits against Snap, Meta and Google are creating headwinds for tech companies just as artificial intelligence tools expand into classrooms.
Anthropic is poised to become the first pure-play AI company to hit the public market at a time when the public is increasingly leary of the industry.
Hacktron previously raised US$2.9 million to build an AI-powered security testing platform.
Solidigm, a subsidiary of SK Hynix, is considering building a NAND flash wafer fab in the US.
IonQ raised its 2026 revenue forecast to US$505 million-US$515 million after reporting record third-quarter revenue of US$173.8 million, as its quantum computing business expanded across data centers, defense programs,…
Morning file
8:00 Eastern.