SUBSTRATE WIRE
APR 21 · 7:31 PM

COMPUTE

GPU clusters · export controls · capex · supply chain · spot pricing

We track every public cluster announcement, BIS export action, hyperscaler capex disclosure, and spot-price signal across major cloud providers and sovereign AI programs. Scale, power draw, GPU family, and provenance recorded per entry. See methodology for scoring and source-type ranking.

Compute Intel — populating, check back tomorrow  ·  Methodology
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Compute Intel — populating, check back tomorrow.
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WHAT WE TRACK
CLUSTER ANNOUNCEMENTS
Named GPU clusters ≥1,000 GPUs with public disclosure of scale, power, or operator.
EXPORT CONTROLS
BIS entity list additions, license requirements, chip restrictions, and allied-nation mirroring.
SEC FILINGS
10-K/10-Q capex lines mentioning data centers, GPU procurement, or AI infrastructure spend.
SPOT PRICING
On-demand instance prices for H100, A100, B200 across AWS, GCP, Azure, CoreWeave, and others.
SUPPLY CHAIN
TSMC wafer allocations, CoWoS packaging constraints, HBM supply, and ODM build orders.
CONFIDENCE TIERS
A
Primary source (official filing, press release, regulatory document). High confidence.
B
Corroborated secondary reporting. Two or more independent sources.
C
Single secondary source or unverified analyst estimate.
D
Inference or extrapolation. Treat as directional only.
SOURCE-TYPE RANKING

Primary (official filings, press releases) > Secondary (verified news) > Inference (analyst models). See full methodology.