AI Compute Market Research Analyst

Speedrun Talent Network

New York (NY)

On-site

USD 120,000 - 190,000

Full time

3 days ago
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Benefits offered by this job

Competitive salary
Equity
Health coverage
Meals

Job summary

Ornn, based in New York, seeks a dedicated research analyst to produce data-driven insights on compute prices and markets. You’ll publish weekly pricing notes, monthly market reports, and in-depth pieces on GPU generations, supply, and terms.

You’ll cover hyperscalers, neoclouds, chipmakers, and data center developers, presenting findings to institutional clients and at industry events. Strong Excel modeling and data skills are essential.

Qualifications

  • 1 to 4 years in equity or credit research, commodities research, or a research role at a fund, data provider or consultancy.
  • Strong modeling skills in Excel and comfort working with large datasets.
  • Clear, fast writing with the ability to turn data into a concise view.
  • Curiosity about AI infrastructure and how compute is bought, sold and financed.
  • Independent work in a lean team.

Responsibilities

  • Publish regular research on the compute market: weekly pricing notes, monthly market reports, and deeper pieces on GPU generations and contracts.
  • Cover the companies that shape the market: hyperscalers, neoclouds, chipmakers and data center developers.
  • Take calls with institutional clients, consultancies and lenders, and present at client meetings and industry events.
  • Manage freelance writers and researchers, set the research calendar and uphold quality.

Tools

Python
SQL

Job description

Ornn, based in New York, seeks a dedicated research analyst to produce data-driven insights on compute prices and markets. You’ll publish weekly pricing notes, monthly market reports, and in-depth pieces on GPU generations, supply, and terms.

You’ll cover hyperscalers, neoclouds, chipmakers, and data center developers, presenting findings to institutional clients and at industry events. Strong Excel modeling and data skills are essential.

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