Physical-tape canaries wired: GPU rental spot + capex funding mix join Watch-for as standing wires

Event

Physical-tape canaries wired: GPU rental spot + capex funding mix join Watch-for as standing wires

Summary

  • Type: process (watch-wire addition; no thesis shift) - Source: .brief/compute-canaries.md; cadence row loop-35-physical-tape; baseline capture (A100 $0.80/hr median n=18, H100 SXM $2.97 n=6, RTX 4090 $0.39 n=32). - Shift: None
3 events
DateTypeEvent
Aug 4 TweetKawzInvests — hyperscalers' $270bn debt raise is backed by $7 of signed backlog per $1 borrowed Aug 8 ScanInsider Scan Aug 8 ScanTech Insider Buys

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