Can the rental price of GPUs predict stock prices?
This is a AI post classified by Jev as AI infra & evals (research), kept by the AI Radar because it carries real work, not commentary.
Can the rental price of GPUs predict stock prices? Ornn's A100 GPU rental index has led Astera Labs's stock price by about 5 weeks. - The index's 20-day moves line up with ALAB's 20-day moves 25 trading days later (r = 0.74). - Moved forward 5 weeks, the index tracks ALAB's price at r = 0.87 after removing the shared upward trend. - It holds across the year, and it holds even after stripping out the chip sector's own moves or NVDA's. Astera Labs makes the connectivity chips inside AI servers. GPU rental prices show how tight AI capacity is right now. The companies that sell into AI server b
Posted by Ornn (9.7k followers) 1 h ago · 14 likes · 747 views · view the original post on X. Kept by the AI Radar as AI infra & evals. Tools mentioned: data.ornn.com.
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