cross ai compute derived

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        "name": "AI Compute and Power Chain",
        "description": "The AI compute and power chain: Korea's semiconductor exports for the first 20 days of the month as Korea Customs Service states them (the change on the same days a year earlier and the share of all exports), average US grid demand over the newest 7 days for the Lower 48, ERCOT and PJM against the same dates a year earlier and the trailing 365 days against the 365 before (PreReason's calculation from EIA-930 daily figures), the AI hosting agreements Bitcoin miners announced in their own SEC current reports (megawatts, customer, term and contracted revenue, each naming its filing), and contracted hosting revenue per gross megawatt per year beside mining revenue per gross megawatt at the current hashprice",
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