Projects

Each project is a body of work — papers, code, data, media, sometimes a finished product.

Compute-capacity markets
2026

Pricing and risk for AI compute as a traded asset

A no-arbitrage framework for valuing compute-capacity contracts — the single-issuer pricing engine, and its portfolio extension with cross-issuer clustering and a good-deal bound.

Blog

Occasional writing.

Jul 13, 2026 · Compute capacity

Pricing the compute economy

Why a book of AI-compute contracts carries a risk that neither diversification nor a commodity hedge removes — and how to bound it.

About

Kspectra Research Inc. is an independent studio for first-principles research — resolving opaque phenomena into the parts that move them, the way a spectrum resolves light into its lines.

Founded by Shaosai (Arthur) Huang in Toronto.

Founder’s full publication record — Google Scholar →

See the unseen.

© 2026 Kspectra Research Inc. · Toronto