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INSIGHTS

Forward-market thinking.

Research, commentary, and explainers on AI hardware procurement, OEM allocation, channel rules, and the forward curve. Written by the Rillor team and outside contributors.

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6 POSTS
FWD CURVE · B200 SYS · USD/UNITManifesto
FEATURED

Why the AI hardware supply chain needs a forward market

Procurement of B200, H200, and MI300X is constrained, opaque, and bilateral. A forward market fixes specific structural failures.

May 12, 2026 · 1 min read · Rillor
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CONTRACTDELIVERY
Product

Anatomy of a Rillor forward contract

SKU specification, delivery month, deposit, escrow, settlement, and NVIDIA channel handling, line by line.

May 6, 2026 · 1 min read · Rillor
HGX ALLOC · Q3 2026 · BY OEMSMCGBTDELLHPELENASRFUJ
Market

What HGX allocation tells us about Q3 demand

Reading the cross-OEM allocation signals from Q1 disclosures. Tight where expected, loose where not.

Apr 28, 2026 · 1 min read · Rillor Research
FWD CURVE · B200 SYS · USD/UNIT
Buyer Primer

Read this if you're procuring B200 systems in 2026

Lead times, channel rules, partner-cooled vs air-cooled, and what a forward contract changes about your planning.

Apr 21, 2026 · 1 min read · Rillor
HGX ALLOC · Q3 2026 · BY OEMSMCGBTDELLHPELENASRFUJ
Market

MI300X is more available than people think

AMD allocation has loosened in select channels. The forward curve is starting to reflect it.

Apr 14, 2026 · 1 min read · Rillor Research
FWD CURVE · B200 SYS · USD/UNIT
Finance

The forward curve, the spot price, and the obsolescence delta

When B300 ships, B200 forwards depreciate on a predictable curve. Here's how to model it.

Apr 3, 2026 · 1 min read · Rillor
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