{ "_doc": "Generated by spot-desk/tools/export_for_web.py. Do not edit by hand.", "as_of": "2026-06-04", "generated_at_utc": "2026-06-04T18:55:16.597676+00:00", "issue_no": 22, "scale": { "sources": 50, "verticals": 34, "weekly_comps": 1099, "skus": 192, "data_window_days": 730 }, "indices": [ { "ticker": "SWCI", "name": "Compute", "components": "Legacy GPUs \u00b7 Servers \u00b7 Enterprise SSD \u00b7 DDR5 RAM \u00b7 Hyperscaler GPU rental \u00b7 HBM stress \u00b7 Frontier GPU OEM", "value": 91.16722311150541, "wow_pct": -4.697533827222033, "yoy_pct": -8.832776888494632, "sparkline": [ 93.21403072792674, 84.70205739198462, 90.26385764601946, 97.63326013127546, 98.32919346901903, 88.04501186369993, 86.60651205441152, 96.65562337411227, 66.61152926188336, 93.48076139826121, 93.00101342716953, 91.16722311150541 ], "headline_sku": "H100 80GB PCIe at $1,630", "indicative": false, "data_through": "2026-06-04", "rebase_window_days": 84, "n_components": 7, "n_comps_used": 82, "component_values": { "gpu": 1630.0000000000005, "server": null, "ssd": 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"oem_list" }, "component_source_structure": { "gpu": "secondary_market", "server": "secondary_market", "ssd": "secondary_market", "ram": "secondary_market", "hyperscaler": "multi_source_survey", "hbm": "multi_source_survey", "frontier_gpu": "multi_source_survey" }, "gpu_condition_basis": "secondary_used_working", "frontier_node_value": 303843.90592632967, "frontier_per_accelerator_value": 44305.34247016216, "frontier_per_sku": { "as_8125gs_tnmr2_mi300x": { "node_median": 309452.0, "gpu_count": 8, "per_accelerator": 38681.5, "rack_scale": false }, "as_a126gs_tnbr_gb200": { "node_median": 396978.0, "gpu_count": 4, "per_accelerator": 99244.5, "rack_scale": false }, "bizon_x9000_b200_8gpu": { "node_median": 422771.2, "gpu_count": 8, "per_accelerator": 52846.4, "rack_scale": false }, "bizon_x9000_h200_8gpu": { "node_median": 170114.52, "gpu_count": 8, "per_accelerator": 21264.315, "rack_scale": false }, "exxact_ts4_b200_10u": { "node_median": 390538.5, "gpu_count": 8, "per_accelerator": 48817.3125, "rack_scale": false }, "exxact_ts4_b200_8gpu": { "node_median": 406156.3, "gpu_count": 8, "per_accelerator": 50769.5375, "rack_scale": false }, "exxact_ts4_h200_4gpu": { "node_median": 160877.2, "gpu_count": 4, "per_accelerator": 40219.3, "rack_scale": false }, "exxact_ts4_h200_8gpu": { "node_median": 325809.0, "gpu_count": 8, "per_accelerator": 40726.125, "rack_scale": false }, "exxact_ts4_mi300x_8gpu": { "node_median": 300492.5, "gpu_count": 8, "per_accelerator": 37561.5625, "rack_scale": false } }, "frontier_n_sources": 3, "single_source_warning": false }, { "ticker": "SWII", "name": "Interconnect", "components": "Networking eBay \u00b7 Transceiver eBay \u00b7 Ethernet optics survey \u00b7 InfiniBand survey \u00b7 DAC/AOC survey \u00b7 NVSwitch OEM", "value": 100.08, "wow_pct": -11.31, "yoy_pct": null, "sparkline": [ 126.22, 126.22, 126.38, 101.38, 93.05, 104.4, 130.4, 111.06, 96.98, 98.14, 112.84, 100.08 ], "headline_sku": "Cisco Catalyst 9300 (secondary)", "indicative": true, "data_through": "2026-06-04", "rebase_window_days": 28, "n_components": 6, "n_comps_used": 94, "component_values": { "networking_ebay": 92.28, "transceiver_ebay": 129.29, "fs_new_list": 100.0, "infiniband_fs": 100.0, "dac_aoc_fs": 100.0, "nvswitch_oem": 100.0 }, "component_n_comps": { "networking_ebay": 25, "transceiver_ebay": 4, "fs_new_list": 8, "infiniband_fs": 36, "dac_aoc_fs": 20, "nvswitch_oem": 1 }, "component_weights": { "networking_ebay": 0.15, "transceiver_ebay": 0.05, "fs_new_list": 0.15, "infiniband_fs": 0.3, "dac_aoc_fs": 0.15, "nvswitch_oem": 0.2 }, "component_source_tier": { "networking_ebay": "tier_4_ebay_secondary", "transceiver_ebay": "tier_4_ebay_secondary", "fs_new_list": "tier_2_channel_partner", "infiniband_fs": "tier_2_channel_partner", "dac_aoc_fs": "tier_2_channel_partner", "nvswitch_oem": "tier_2_integrator_channel_survey" }, "source_mix": { "tier_1_pct": 0.0, "tier_2_pct": 0.8, "tier_3_pct": 0.0, "tier_4_pct": 0.2, "tier_5_pct": 0.0 }, "component_price_primitive": { "networking_ebay": "ebay_transacted", "transceiver_ebay": "ebay_transacted", "fs_new_list": "channel_list", "infiniband_fs": "channel_list", "dac_aoc_fs": "channel_list", "nvswitch_oem": "oem_list" }, "component_vendor": { "networking_ebay": "ebay", "transceiver_ebay": "ebay", "fs_new_list": "interconnect_survey", "infiniband_fs": "interconnect_survey", "dac_aoc_fs": "interconnect_survey", "nvswitch_oem": "oem_integrator_survey" }, "component_source_structure": { "networking_ebay": "secondary_market", "transceiver_ebay": "secondary_market", "fs_new_list": "multi_source_survey", "infiniband_fs": "multi_source_survey", "dac_aoc_fs": "multi_source_survey", "nvswitch_oem": "multi_source_survey" }, "dominant_vendor": "interconnect_survey", "dominant_vendor_weight": 0.6, "vendor_concentration_warning": false, "interconnect_vendors": [ "10gtek", "colfax", "fs", "qsfptek" ], "interconnect_vendor_comps": { "fs": 147, "qsfptek": 33, "10gtek": 28, "colfax": 13 }, "interconnect_component_diag": { "infiniband_fs": { "dominant_vendor": "fs", "dominant_share": 0.69, "n_vendors": 2 }, "dac_aoc_fs": { "dominant_vendor": "fs", "dominant_share": 0.545, "n_vendors": 3 }, "fs_new_list": { "dominant_vendor": "qsfptek", "dominant_share": 0.462, "n_vendors": 3 } } }, { "ticker": "SWPI", "name": "Power", "components": "Nationwide LMP \u00b7 Queue depth \u00b7 Backlog growth \u00b7 Lead-time \u00b7 BLS PPI", "value": 111.13, "weighted_lmp_per_mwh": 27.98, "wow_pct": -1.24, "yoy_pct": null, "sparkline": [ 114.1, 114.1, 114.09, 114.09, 114.09, 114.09, 114.09, 114.21, 114.21, 114.21, 112.79, 111.13 ], "headline_sku": "Diffusion index \u2014 5/5 components active", "indicative": true, "data_through": "2026-06-04", "rebase_window_days": 730, "n_components": 5, "n_components_used": 5, "n_comps_used": 36, "component_values": { "lmp": 82.1, "queue_depth": 99.16, "backlog_growth": 167.52, "lead_time": 75.0, "ppi": 108.62 }, "component_n_comps": { "lmp": 5, "queue_depth": 9, "backlog_growth": 5, "lead_time": 13, "ppi": 4 }, "component_weights": { "lmp": 0.1, "queue_depth": 0.3, "backlog_growth": 0.25, "lead_time": 0.2, "ppi": 0.15 }, "component_weights_used": { "lmp": 0.1, "queue_depth": 0.3, "backlog_growth": 0.25, "lead_time": 0.2, "ppi": 0.15 }, "component_source_tier": { "lmp": "tier_5_public_infrastructure", "queue_depth": "tier_5_public_infrastructure", "backlog_growth": "tier_3_edgar_filings", "lead_time": "tier_3_edgar_filings", "ppi": "tier_1_bls_ppi" }, "source_mix": { "tier_1_pct": 0.15, "tier_2_pct": 0.0, "tier_3_pct": 0.45, "tier_4_pct": 0.0, "tier_5_pct": 0.4 }, "component_price_primitive": { "lmp": "iso_settlement_price", "queue_depth": "infrastructure_dataset", "backlog_growth": "edgar_filing_signal", "lead_time": "edgar_filing_signal", "ppi": "gov_price_index" }, "component_source_structure": { "lmp": "multi_source_survey", "queue_depth": "multi_source_survey", "backlog_growth": "multi_source_survey", "lead_time": "multi_source_survey", "ppi": "single_authoritative_feed" }, "iso_component_values": { "ercot": 26.43, "pjm": null, "spp": null, "miso": 33.38, "caiso": 10.09, "nyiso": 36.85, "iso_ne": 44.68 }, "methodology": "diffusion", "interpretation": "Value > 100 = grid more stressed than trailing 24-month baseline.", "v1_partial_fallback_used": false }, { "ticker": "SWFI", "name": "Facility", "components": "T&M \u00b7 PLC \u00b7 PPI process instruments \u00b7 PPI HVAC \u00b7 EDGAR cohort sentiment \u00b7 CDW cooling channel", "value": 122.71, "wow_pct": -1.96, "yoy_pct": null, "sparkline": [ 109.64, 110.7, 117.54, 123.9, 117.63, 115.12, 115.1, 115.49, 129.32, 124.87, 129.57, 122.71 ], "headline_sku": "Composite \u2014 6/6 components active", "indicative": false, "data_through": "2026-06-04", "rebase_window_days": 730, "n_components": 6, "n_components_used": 6, "n_comps_used": 887, "component_values": { "tm_ebay": 87.61, "plc_ebay": 190.48, "ppi_process": 106.24, "ppi_hvac": 103.14, "edgar_sentiment": 165.14, "cooling": 100.0 }, "component_n_comps": { "tm_ebay": 670, "plc_ebay": 145, "ppi_process": 24, "ppi_hvac": 24, "edgar_sentiment": 4, "cooling": 20 }, "component_weights": { "tm_ebay": 0.1, "plc_ebay": 0.1, "ppi_process": 0.2, "ppi_hvac": 0.2, "edgar_sentiment": 0.2, "cooling": 0.2 }, "component_weights_used": { "tm_ebay": 0.1, "plc_ebay": 0.1, "ppi_process": 0.2, "ppi_hvac": 0.2, "edgar_sentiment": 0.2, "cooling": 0.2 }, "component_source_tier": { "tm_ebay": "tier_4_ebay_secondary", "plc_ebay": "tier_4_ebay_secondary", "ppi_process": "tier_1_bls_ppi", "ppi_hvac": "tier_1_bls_ppi", "edgar_sentiment": "tier_3_edgar_filings", "cooling": "tier_2_channel_partner" }, "source_mix": { "tier_1_pct": 0.4, "tier_2_pct": 0.2, "tier_3_pct": 0.2, "tier_4_pct": 0.2, "tier_5_pct": 0.0 }, "component_price_primitive": { "tm_ebay": "ebay_transacted", "plc_ebay": "ebay_transacted", "ppi_process": "gov_price_index", "ppi_hvac": "gov_price_index", "edgar_sentiment": "edgar_filing_signal", "cooling": "channel_list" }, "component_source_structure": { "tm_ebay": "secondary_market", "plc_ebay": "secondary_market", "ppi_process": "single_authoritative_feed", "ppi_hvac": "single_authoritative_feed", "edgar_sentiment": "multi_source_survey", "cooling": "channel_single_vendor" }, "methodology": "hybrid_spot_diffusion", "interpretation": "Combines spot eBay (T&M, PLC) with diffusion (PPI, EDGAR cohort sentiment)." } ], "featured": { "ticker": "SWCI", "sku": "NVIDIA A100 40GB PCIe", "metric": "weekly median, USD", "series": [ { "m": "JUN", "y": "'25", "v": 8500 }, { "m": "JUL", "y": "'25", "v": 8200 }, { "m": "AUG", "y": "'25", "v": 7900 }, { "m": "SEP", "y": "'25", "v": 7400 }, { "m": "OCT", "y": "'25", "v": 6900 }, { "m": "NOV", "y": "'25", "v": 6500 }, { "m": "DEC", "y": "'25", "v": 6100 }, { "m": "JAN", "y": "'26", "v": 5700 }, { "m": "FEB", "y": "'26", "v": 5400 }, { "m": "MAR", "y": "'26", "v": 5200 }, { "m": "APR", "y": "'26", "v": 5050 }, { "m": "MAY", "y": "'26", "v": 4999 } ], "annotation": { "at_index": 4, "label": "H100 hyperscaler ramp", "sublabel": "A100 secondary supply expands" }, "n_listings": 1608, "yoy_pct": -41.2, "indicative": true, "data_source_note": "Indicative trend; from 2026-Q2 forward, points will derive from spot-desk GPU history." }, "bottlenecks": [ { "value": "-41%", "unit": "A100 40GB PCIe, year-over-year", "tag": "SWCI \u00b7 Compute", "sub": "floor unknown" }, { "value": "20+", "unit": "weeks \u2014 400G optic lead times", "tag": "SWII \u00b7 Interconnect", "sub": "was 8 weeks pre-2024", "source": "650 Group" }, { "value": "5+", "unit": "years \u2014 ERCOT large-load interconnect queue", "tag": "SWPI \u00b7 Power", "sub": "and growing" }, { "value": "30+", "unit": "weeks \u2014 Allen-Bradley ControlLogix lead times", "tag": "SWFI \u00b7 Facility", "sub": "was 6 weeks pre-2022", "source": "Rockwell investor disclosures" } ] }