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Posts tagged "B200"
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.
What HGX allocation tells us about Q3 demand
Reading the cross-OEM allocation signals from Q1 disclosures. Tight where expected, loose where not.
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.
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.