Oct 20, 2026

Same GPU, 50% More Output: Why the Operator Matters — Oliver Kennon, SemiAnalysis

Oliver Kennon of SemiAnalysis argues that GPU hours are an input rather than the product, and that the operator determines how much useful intelligence those hours produce. The talk covers serving stacks, cluster security, ClusterMAX operator ratings, rental price versus production cost, relative cost-curve positioning, and what compute grades and futures can and cannot hedge.

Oct 13, 2026

The true price of Intelligence: an economic study by Signal65

A Signal65 TCO study, presented with CoreWeave, examining the fully loaded economics of AI training and inference. It covers hidden costs such as storage fees, support, and reliability, how performance compounds with price to set cost per million tokens, and how serverless and dedicated inference models differ on useful-token economics.