HeyJaredBuy the Rumor; Sell the News
A semi-daily report about the practical, real-world applications of AI, with a dash of speculation
- Indexed issues, last 90 days
- 21
- Latest publication
- Sep 29, 2026
- Audience
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- Earliest in this view
- Jul 9, 2026
Latest issues
Short Compute, Long AI (opens the original)
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Please see relevant disclosures here.New: Want to talk compute markets with me? Book a call with me.I have heard variations of the following claim recently: “Shorting compute is betting against AI.” The objection borrows the familiar association between a stock short and a bearish view of a company. Shorting compute appears to reject an entire chain of optimistic claims: AI will improve, adoption will grow, compute demand will rise, and prices will fo
North American Compute Infra Report for the Week Ended Sept 28, 2026 (opens the original)
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Please see relevant disclosures here.New: Want to talk compute markets with me? Book a call with me.What actually changedEight developments clear the threshold this week, but they reduce to four shifts.First, access to power is becoming a contingent regulatory privilege. Texas expanded its interconnection pause into a permitting freeze, while California enacted a statutory package covering cost allocation, water, disclosure and environmental revie
What Edge AI Could Do to GPU Resale Values (opens the original)
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Please see relevant disclosures here.New: Want to talk compute markets with me? Book a call with me.A GPU does not need to stop working for its residual value assumption to fail. It only needs to lose enough of the business its next owner expected to serve. Increasingly capable inference on phones and laptops threatens precisely that business wherever the resale case rests on older chips finding years of inexpensive, less demanding work.That is the tension
Strong AI Demand Doesn’t Make Every Neocloud Financeable (opens the original)
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Please see relevant disclosures here.New: Want to talk compute markets with me? Book a call with me.Consider a corporate buyer who wants three years of compute capacity. The infrastructure financing runs for five years. Who bears the risk that replacement customers will pay enough after the first contract expires? CoreWeave addressed that question in August. Its $2.6 billion <a href="https://investors.coreweave.com/news/news-details/2026/CoreWeave-Closes-2-6-Bill
Compute Futures Need More Than a Useful Price Index (opens the original)
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Please see relevant disclosures here.New: Want to talk compute markets with me? Book a call with me.A compute provider borrowing against GPUs needs to know what those machines will earn after today’s customer contract expires. A buyer committing to future capacity faces the opposite uncertainty: what that capacity will cost. Compute futures promise both parties a way to manage price exposure. To deliver that protection, they need a settlement benchmark that
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