The gpu shortage narrative is over in the spot market. h100 spot pricing fell 42% year over year to…
the gpu shortage narrative is over in the spot market. h100 spot pricing fell 42% year over year to $18.50 an hour and the h200 dropped 50% by september 13, yet nebius raised on-demand rates up to 21% on september 17. the surplus shows up on the resale floor, not the bill.
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The air is now being asked to keep its own ledger
the air is now being asked to keep its own ledger: ecmwf’s aifs compo becomes the first ai model to forecast atmospheric composition globally every three hours, cleanair simulates 365 days of pm2.5 over china in ten seconds, and a unified framework maps six pollutants at one kilometer across the whole country. the air now files its own composition report.
read the note →The current is now being asked to draw its own map
the current is now being asked to draw its own map: china’s langya 2.0 predicts six ocean phenomena including internal waves and mesoscale eddies, a deep net called wenhai resolves eddies globally with air sea flux formulas built in, and scripps infers surface currents from the way temperature patterns deform in satellite images. the ocean now files its own circulation report.
read the note →The soil is now being asked to report its own carbon
the soil is now being asked to report its own carbon: a nix color sensor paired with generative data augmentation predicts soil organic carbon without a lab, random forest drives 74 percent of soil health mapping studies, and sentinel 2 tracks five year carbon change across france and italy from 922 samples. the dirt now files its own carbon account.
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