Chapter 12, claim 5, the first fleet reading, rent

The test. The 2023–24 H100 fleets re-contracting at $2.25 a GPU-hour or more weakens the claim. Term rent below $1.50 is the named channel opening.

a mixed or partial reading On the sound side: $2.80 in July 2026, the midpoint of $2.40 to $3.20, a range wholly above the $2.25 line, July being the last month in the index’s data when this book archived it on 1 September 2026. In March 2026 the midpoint was $2.35. The index gives no single point for any month, only the middle half of its prices.

From The AI Compute Race. Read the book

Falls due

31 December 2027

Read on

The one-year contract index, on the midpoint rule

Chapter

Chapter 12 — Cross-Examination

The book’s own thesis put on trial: five claims, each scored against the record and given a dated test that could prove it wrong.

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@misc{dryburgh-chapter-12-claim-5-the-first-fleet-readi-2026,
  author = {Dryburgh, Lee S.},
  title = {{Chapter 12, claim 5, the first fleet reading, rent}},
  howpublished = {In \emph{The AI Compute Race}, DRYBURGH},
  year = {2026},
  url = {https://dryburgh.com/vol1/tests/2027-28},
  note = {Accessed 2026-11-01}
}