AI compute market signals

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Glossary

Core terms used across ComputeTape.

This glossary gives readers a quick translation layer for the Daily Brief, market pages, and chart notes.

Terms

Core market terms

Unit

GPU-hour

One GPU made available for one hour. Comparability depends on chip type, region, stack, and commitment.

Curve

Forward curve

A view of expected pricing or capacity value across time buckets.

Signal

Tightness

A shorthand for scarcity pressure across availability, price, utilization, and delivery timing.

Operator

Neocloud

A compute-first cloud operator focused on high-performance AI infrastructure.

Memory

HBM

High-bandwidth memory, a key component constraint for advanced AI accelerators.

Infrastructure

Interconnection

The process and capacity needed to connect a data center site to the power grid.