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The CPU Decision Starts With the Full Bill
I asked what 1,000 successful agent tasks cost. That means tracing the bill through software, memory and execution.
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BEP ResearchFor subscribers
The Market Bought the Data
Two months in, our AI-Science Basket is up 20.5%. Iambic’s new S-1 gives compute eight cents of its R&D dollar.
BEP ResearchFree to read
NVIDIA’s Next AI Play: The CPUs Behind the Agents
At OCP, the next compute opportunity comes into focus: running the work AI agents create
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NVIDIA cuDSS: Faster Simulation for Chips and Cars | John Linford
Ben Pouladian speaks with NVIDIA’s John Linford about cuDSS 1.0, sparse solvers, and accelerating engineering simulation—from chip design to virtual wind tunnels for cars.
20 minutes · Full conversation
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Compute Market Brief · October 12, 2026 · Free download
RunPod raised six GPU rental rates.
Our tracker captured Secure Cloud list-price increases of 12.6%–17.7% on October 8. See the matched quotes, RunPod’s scale, and what the change means for compute budgets.
One idea, made explorable
The AI Biolab
of the Future.
Follow the experimental loop through nine supply-chain layers, from model design to real-world measurement, and explore the companies behind them.
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An engineer’s perspective. An investor’s horizon.
BEP Research is led by Ben Pouladian, an electrical engineer, entrepreneur, and investor who co-founded Deco Enterprises and led it through its 2019 exit. BEP connects developments at model companies such as OpenAI and Anthropic with their implications for chips, compute, power, and capital—building a broader view of where the industry is going. Specialist collaborators include Rui “Rick” Xie, who contributes memory-systems engineering and standards analysis.
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