JALAJ719 · Fractional
Fractional Research
AI economics and infrastructure analysis from the Fractional pipeline.
Article
The AI Compute Price Reset Already Happened
AI compute pricing already reset: H100 rental rates rose 40% then fell in July 2026, and Colossus 1 clears $50 million per megawatt of capacity.
Article
AI Agent ROI: The 540% Study Forrester Never Published
The most-quoted AI agent ROI statistic, a 540% figure attributed to Forrester, traces to no study. What exists: 120% modeled ROI, and a fix operators can run.