Research library
Every publication on one schedule, to every tier at the same time. Tiers differ by depth and data, never by timing.
Every trading day · 08:00 ET
Compute price board, the 48-name coverage universe by basket with breadth and the options pulse, news and sentiment by name, the Global AI Datacentre digest, catalysts and a watch line on any instrument that moved.
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Fridays · 17:30 ET
Opens with a one-paragraph conclusion and a weekly direction scorecard. Plus and Pro continue with:
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First Tuesday · 08:00 ET
Deep dive, GPU Economic Life Tracker, Capex & Circularity Map, the contract ledger, Global AI Datacentre Monitor, Regional Power Readiness Index, Valuation Map, Catalyst Probability Matrix and earnings previews.
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Annual flagship
A Top-20 benchmark of AI-factory operators on the eight factors that decide who wins — power, contracts, balance sheet, execution, silicon access, diversification, geography and cost of capital — with the sector's unit economics and capital stack. Built only from public sources and our registers. Publication date to be announced.
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Quarterly
Neocloud, Global Datacentre, Power & Grid, and Credit teardowns: name-by-name funding ladders, maturity walls, contract cover of debt, facility terms and residual-value curves.
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Every April and October · free
Sixteen chapters, 70 pages, October 2026 edition. The reference text for the whole desk; every new edition is emailed to all subscribers.
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Also on the schedule: the weekly Capital Markets & News email on Fridays (Compute Open and above) and same-morning Flash Notes (Pro). See plans and pricing for everything each tier includes.
INSTRUMENT 10 · COMPUTE MARKETS MONITOR
The market for compute itself is forming. The status table is public; curves, volatility and the index basis are in Plus and Pro.
| Venue | Contract | Status | Date | Source |
|---|---|---|---|---|
| CME | CME H100 and B200 rental-index futures (GPU1, GPU2)Did not list on 5 Oct. On 21 Sep the CFTC extended its review by 45 days to about 9 Nov 2026 (reported as both 5 and 9 Nov). The date is a review deadline, not a launch date. | Pending — CFTC review extended to ~9 Nov 2026 | 9 Nov 2026 | Source for CME: cmegroup.com |
| ICE Futures U.S. | ICE Futures U.S. OCPI H100 (HPR) and B200 (BKL) futuresICE's 29 Sep notice: pending completion of the request-for-comment period; no listing date or timeline set. Hypothetical daily settlements only from 5 Oct. | Pending — after the CFTC comment period | No date set | Source for ICE Futures U.S.: ice.com |
| CFTC | CFTC request for comment on compute derivatives closes (docket CFTC-2026-1850)Federal Register request for comment on the listing of compute derivatives contracts. | Comments close 20 Oct 2026 | 20 Oct 2026 | Source for CFTC: federalregister.gov |
As of 14 Oct 2026. Status lines are shown verbatim from the venue-status register; no venue is described as trading until it confirms a first trade. Dates are the next dated milestone (a review deadline or a comment close), not trading dates. Sources: each row's link. Kalshi, Polymarket and Architect AX rows appear here once their status entries are approved in the register. Not investment advice.