Insights

Market notes from Accruex

Short notes on GPU capacity pricing, allocation and contract structures. Written for procurement and infrastructure leads, not for marketing theatre.

July 2026
What take-or-pay actually costs you

How reserved GPU contracts price against on-demand, where break-even utilisation sits, and the levers that move commercial outcomes.
July 2026
NVIDIA B300 allocation dynamics

How NVIDIA latest-generation allocation flows from OEM to anchor buyers to secondary availability, and why forward agreements exist.