Research
Provider updates, model releases, and capacity catalysts
Signals that explain price, latency, capacity, and route-quality moves across inference markets.
Provider update
H100 capacity tightens in Johannesburg
Vultr and local GPU pools show lower free capacity after overnight agent runtime launches.
Spot GPU prices up 2.1%
Model release
Open-weight routing lowers token spend
Hosted Llama 4 endpoints are absorbing batch workloads with tighter spreads and better queue depth.
Llama routes down 2.8%
Status change
Edge ARM clears maintenance window
Cape Town edge inventory returned with lower utilization and shorter startup times.
Jetson capacity back online
Market event tape
Latest exchange catalysts
A100 80GB PCIe capacity increase
Vultr · Johannesburg, ZA
2m ago
RTX 4090 price spike
Joburg GPU Pool · Johannesburg, ZA
5m ago
Mac mini M2 Pro added
EdgeLab ZA · Stellenbosch, ZA
7m ago
Low capacity: Jetson Orin Nano
CapeCompute · Cape Town, ZA
12m ago
Claude 3.5 Sonnet demand surge
CapeCompute · Cape Town, ZA
15m ago