Today's lesson
What is InfiniBand?
InfiniBand is high-performance networking used to connect servers in many large AI clusters. Why it matters today: Today's lesson connects the Power & Data Centers track to the compute market readers are watching.
Morning Brief
Morning Brief: Monday, July 6, 2026
Start-of-day AI compute market report.
Published each morning with the prior day’s source-backed signals across GPU pricing, cloud capacity, power constraints, data centers, and AI infrastructure. Track the prior day’s source-backed news and changes shaping GPU supply, cloud availability, power constraints, data centers, and compute market pressure.
Morning Brief
Morning Tape
- Report date
- Monday, July 6, 2026
- Signal window
- Sunday, July 5, 2026
- PJM stakeholders advance data center backstop procurement plan
- Upgrade Amazon EKS clusters with confidence using Kubernetes version rollbacks
- CoreWeave claims to have first Nvidia Vera Rubin NVL72 up and running
Today in Compute College
Lesson & Term of the Day
Term of the Day
Behind-the-meter power
Behind-the-meter power means electricity generated or supplied directly at or near a facility, rather than fully relying on the public grid. Data centers may explore behind-the-meter options to improve speed, reliability, or cost certainty. The approach can include dedicated generation or special power arrangements.
Market signals
Compute market signals
H100 IndexWhat it costs to rent one H100 GPU for an hour on demand — the market’s anchor price.
- Value
- $4.29 / H100-hr
- Last Price Change
- May 27, 2026
Spot Compute PriceThe cheaper, interruptible GPU price — a read on whether spare capacity is available.
- Value
- $2.46 / H100e-hourH100e-hour means an H100-equivalent GPU hour, a normalized unit used to compare different GPUs and providers.
- Last Price Change
- May 27, 2026
Model Serving CostRoughly what it costs to run a model and generate its output at scale, per million tokens.
- Value
- $2.78 / 1M tokens
- Last Price Change
- Jun 22, 2026
GPU AvailabilityHow easy or hard it is to actually get GPU capacity right now, scored 0–100.
- Value
- 78 / 100 score
- Last change
- May 27, 2026
Signals
Top market signals
These are the highest-impact source-backed items from the signal window used for this morning’s brief.
Jul 2, 2026
PJM stakeholders advance data center backstop procurement plan
Watch item for AI compute supply, demand, capacity, infrastructure, or market structure.
Jul 1, 2026
Upgrade Amazon EKS clusters with confidence using Kubernetes version rollbacks
Watch item for AI compute supply, demand, capacity, infrastructure, or market structure.
Jun 1, 2026
CoreWeave claims to have first Nvidia Vera Rubin NVL72 up and running
Bears on GPU and accelerator supply, AI compute demand and data-center capacity.
Power & Data Center Watch
- Amazon's carbon emissions grow by 16 percent in 2025, on the back of record data center capacity additions (Data Center Dynamics).
- The 20 percent problem: why data center sites fail before they’re built (Data Center Dynamics).
- Amazon EC2 C9g and C9gd Instances Powered by AWS Graviton5 Processors Now Available (HPCwire).
Recent Briefs
Brief archive
Use the archive to move between dated Morning Brief issues without relying on the sitemap.
Previous issue: Morning Brief: Sunday, July 5, 2026
Signal window: Saturday, July 4, 2026. CPP Investments to pump $1.75 billion into EQT and EdgeConneX's AI data center build-out