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The Markets Desk — Week 41 · Tue 6 Oct 2026
Data / 7 live trackers

The compute market, week by week.

What the chips do, the power they draw, what they rent for and how the money moves. Every number dated.

A stack of perforated steel and copper plates on paper.
The recordRead every week

The compute market

Chips to the money, one tracker per stage
Chips

Accelerators

101,527tokens a second

NVIDIA B200-SXM-180GBx8_TRT

9 Sept 2025 · MLCommons

Chips

Stack pulse

NT$514.8bn

TSMC

1 Aug 2026 · Taiwan's MOPS

Networking

Optics

A ledger of filings, read on its page.

Newest entry 3 Sept 2026 · CIENA CORP (CIEN)

Power

Power

84.5%

5 Oct · the NRC

Market

Beats

252.4

2 Oct · our own weekly closes

The deals behind itThe Ledger The compute board

This week

What moved, Friday to Friday — the compute market first
  1. PowerPower84.5%−3.8%2 Oct → 5 Oct

No new reading · GPU rental (last 2 Oct) · Beats (last 2 Oct)

Beyond compute

  1. Adoption39,007 servers+7.1%28 Sept → 5 Oct
  2. Models5,180 open-weight models+2.5%3 Oct → 5 Oct
  3. Hiring122 rolesunchanged2 Oct → 6 Oct

No new reading · Ownership (last 31 Aug)

Each tracker’s headline line · a level against its last reading before the Friday · a count against the same days a week earlier

This, every Saturday, by email
Right now / the compute market in numberscounted off the rows on this page
Trackers live5of 6compute trackers with a number on file
Readings on file3,152rowseach tracker’s headline line, whole record
Moved1of 3this week
Newest reading5 Octthe day the latest compute number was true

Also tracked

Beyond the compute market, one line each
  • ModelsWhat got released, and who is winning on the phone.2,052 open-weight models5 Oct · Hugging Face
  • AdoptionHow many MCP servers exist, and who is installing the agent SDKs.39,007 servers5 Oct · the MCP registry
  • HiringWhat the companies we track are staffing for.122 roles6 Oct · the companies’ own job boards
  • OwnershipWho is buying and selling the names we track.298,301,619 shares31 Aug · checked 6 Oct · FINRA
  • CatalystsWhat is coming up, and how each name usually moves.First numbers land in October.
MeasuredGatheredWorked outEvery chart says which, on its own page.

0/13 live series quiet · 0 waiting · 21 not started