TAG
Posts tagged "forward-curve"
A financial glossary for the AI compute forward market.
The vocabulary of commodities and equities subtly misfits GPU systems. Here is each term defined for physically-delivered AI compute forwards and the Rillor Compute Index.
Financing GPU capex against a forward contract.
A bilateral forward turns a vague future hardware purchase into a defined claim with a known price and delivery month, the kind of certainty a lender can actually underwrite.
Contango and backwardation in AI compute forwards.
GPU systems break the cost-of-carry model because the carry is negative. Here is how contango and backwardation read on a compute forward curve.
How a forward curve forms from real contracts.
A forward curve is just executed prices for one SKU across delivery months. Here is how those points form, and how they become the index.