Compute Tightness Index

The Compute Tightness Index sank to 43.8/100 as of 2026-06-29, pushing the blended gauge into Loose territory after a -13.7 pts monthly drop that pulled it under the prior 44–64 range. Per-GPU readings of 37 for H100, 47 for B200, and 57 for H200 correspond to spot discounts of 55%, 47%, and 31% below on-demand, signaling abundant idle AI infrastructure and supply that currently exceeds near-term training and inference demand. It is the input-side companion to the Token Demand Index (the output — tokens consumed).

43.8Index (0–100)
LooseRegime
▼ -13.730-day change
44–64Range since 2026-05-07
2026-06-29Latest snapshot

← looser  ·  45 balanced  ·  60 tight  ·  tighter →

As of 2026-06-29 the blended index sits at 43.8 (Loose) and has been loosening over the past 30 days (-13.7 pts). Listing-weighted across H100, H200 and B200 by on-demand market depth.

⤓ Download full daily series (CSV)
Blended CTIB200H200H100MI355X (thin)

By GPU — latest snapshot

GPUOn-demand $/hrSpot $/hrSpot discountListingsCTI30d
B200$6.42$3.4347%4646.6▼ -5.9
H200$4.13$2.8431%6956.9▼ -20.9
H100$3.62$1.6455%14536.8▼ -13.5
MI355Xthin · excl. from blend$8.60$0.00100%2

Spot discount = how far below on-demand the spot rate trades. A shrinking discount (rising CTI) means spare capacity is drying up; a widening discount (falling CTI) means idle GPUs are being dumped on spot. MI355X is tracked for coverage but excluded from the blended index — its listing count is too thin to weight reliably.

Methodology

For each GPU on each day: CTI = 100 × ( 0.8 · spot_avg/on_demand_avg + 0.2 · unavailable/(unavailable + on_demand_listings) ). The scarcity term is the share of listed capacity that has gone dark (clamped to 1). The blended index is the listing-weighted mean across B200, H200 and H100 (weighted by on-demand listing count, a proxy for market depth). Inputs are the daily GetDeploying aggregate of public GPU rental listings — on-demand, reserved and spot averages plus availability — one snapshot per day.

Reading it: <45 loose · 45–60 balanced · 60–80 tight · >80 acute scarcity. The spot-premium term dominates day to day; the availability term only bites when providers actually go dark, so it spikes the index during genuine capacity crunches. Young series (data since 2026-05-07); thresholds will calibrate as history accrues. Full daily history is available as CSV.

This is the input side of the AI-compute economy. For the output side, see the Token Demand Index (tokens consumed + the effective price of inference). Want the underlying rows or to query from an agent? Grab the CSV, or use the Bargo MCP endpoint (get_spot_pricing). See also the research notes and Congress trades.