TAIWU Insights
Perspectives on AI infrastructure, GPU markets and deployment.
Latest briefings
APAC infrastructure · Global GPU & token
APAC AI Infrastructure Weekly
Singtel’s initial DGX GB300 GPUaaS capacity is fully committed; STTGDC financed a 70.8MW Tokyo IT-capacity campus without publishing vacancy; Singapore’s SGCO 2026 takes effect on 1 December.
Global GPU Compute & Token Market Weekly
Investment-grade GPU financing scaled sharply through SpaceX’s Apollo-backed lease; Singapore GB300 capacity was committed before deployment; same-source public GPU-hour prices were flat; and token economics shifted toward tiering, caching, time routing and tool-call fees.
APAC AI Infrastructure Weekly
Cisco sets an end-October authorized-channel ordering milestone for B300/GB300 systems; China’s interim AI-technology export registration is already effective; Verda’s current public rate could not be verified consistently.
Global GPU Compute & Token Market Weekly
China’s export-compliant inference demand surged, power-readiness became the decisive delivery risk, public GPU-hour pricing widened by service scope, and token prices continued to compress despite rising usage.
APAC AI Infrastructure Weekly
Supermicro's B300 OCP rack launch requires site qualification; DayOne financing and PDG's conditional Indonesia sale do not establish vacant capacity; Verda GB300 snapshot rises 6.94%. First 12-site Asian capacity baseline, with vacancy and current site rents unverified.
APAC AI Infrastructure Weekly
Selected cloud rate increases; Singapore December control-list transition; physical availability unverified.
APAC AI Infrastructure Weekly
Nebius on-demand rates increased; OEM price baseline established; inventory and lead times unverified.
Historical briefings, not current inventory, quotations or legal advice. Original observation dates and sources are retained.