Observed arrival · 2026-11-07
Watts / FLOPs: the economics behind AI compute
An independent research site tracking costs, prices, and pricing power across the AI compute supply chain, with reports and downloadable datasets.
- For
- AI infrastructure researchers and compute buyers
- Worth noticing
- The coverage map has seven supply-chain layers; several, including data centers and developer tools, are marked “Coming.”
Field notes
The homepage divides the supply chain into seven layers, from chips and hardware through model serving; servers, data centers, compute finance, and developer tools are marked “Coming.” The GPU cost dataset separates an estimated manufacturing total into HBM, CoWoS packaging, yield loss, dies, and other items, while a separate price basket tracks open-model token pricing weekly. Entries show dates and source or estimate labels, and some datasets are marked partly unverified.
Observed signals
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