Market review
July to September 2026
Compute market review: Q3 2026
Looking back at July to September 2026: buyers raised spending while short of capacity, newer GPUs rented for more, and compute futures went under CFTC review.
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Research topic
Rillor Compute Index
What AI compute costs comes in two prices: the hourly rent that neoclouds and hyperscalers publish, and the price of the GPU systems themselves. Rent, availability, hardware prices and the ratio of rent to hardware value move differently, and each needs its own evidence.
Research on the Rillor Compute Index
The research here works from public sources: provider price lists, company filings, regulators' documents and published studies. Every price carries its source and date, and listings stay apart from sales. Quarterly market reviews follow capacity, prices and financing across the market.
Market review
April to June 2026
Compute market review: Q2 2026
Looking back at April to June 2026: capital spending plans rose, memory became the cost to watch, H100 rents split by tier and exchanges announced GPU futures plans.
Market review
January to March 2026
Compute market review: Q1 2026
Looking back at January to March 2026: GPU rental capacity sold out across generations, and one-year H100 contract prices rose almost 40% from their October low.
Market review
October to December 2025
Compute market review: Q4 2025
Looking back at October to December 2025: buyers committed to GB300 systems at scale while powered buildings and grid capacity set the pace of deployment.
Market review
July to September 2025
Compute market review: Q3 2025
Looking back at July to September 2025: posted H100 rents drifted lower while buyers signed multi-year capacity contracts worth tens of billions of dollars.
Work with us on the Rillor Compute Index
The Rillor Compute Index measures what GPU compute costs, to rent and to own, under a published methodology. Methodology v1.0 defines four series: RCI Rental, RCI Availability, RCI Hardware and RCI Rent-to-Value. Each observation records its source and capture time, hyperscaler and neocloud segments are shown separately, and Rillor's own quotes and agreements are excluded from every published series.
Notices
Rillor Compute Index series are for research and planning use. They are not offered for settlement of any contract.
Rillor is not a registered investment adviser or commodity trading advisor and does not provide investment or trading advice. Research, forecasts, data and software described on this site are for research and engineering use. Nothing here is an offer or recommendation to buy or sell any security, commodity interest or digital asset. Past or simulated results do not indicate future results.
NVIDIA, AMD and related product names are trademarks of their owners and are used only to identify products. No affiliation or endorsement is implied.
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