4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Compute markets distinguish between capacity that is coming online and capacity already in use, analogous to day-ahead and live power markets, and the two have different price dynamics.

Evan Conrad · The Programmable Data Center — Evan Conrad, SF Compute · 20 Oct 2026

In their words

The transcript segments this claim was taken from

“is in power markets.”
“There's actually two markets.”
“There's like the day ahead market and there's the live market. Compute kind of has the same thing where it has capacity that is coming online. Capacity is about to arrive to you and then capacity that is currently in use. And these have different price dynamics.”
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Compute markets distinguish between capacity that is coming online and capacity … · Savlar