Shared prompt blocks#

Status: Plan Last verified: 2026-09-26 Canonical for: the context and output contract repeated inside every workstream prompt

These two blocks are copied into each prompt file so every prompt stays self-contained. If you change one here, change it in all five prompt files. One deliberate difference: prompt E replaces the "Prefer leading and primary sources" line with Malaysian official sources and local press.

Context block#

CONTEXT
I run a small AI inference business in Malaysia (image and video generation). In September 2026 I bought three consumer PCs, each with one NVIDIA RTX 5090 (32 GB), a Ryzen 9 9950X, 64–128 GB DDR5 and a PCIe 5.0 NVMe drive, for about RM115,000 in total (roughly USD 27,000). They serve my baseline load; bursts and jobs that need more than 32 GB of VRAM go to serverless cloud GPUs. I do not need data-centre redundancy; brief downtime is acceptable because traffic fails over to the cloud.

Amortised over 36 months with local electricity, the owned cost works out to roughly USD 0.40 per GPU-hour when the nodes are busy. My planning horizon is October 2026 to September 2029.

The decisions this research informs:
1. Whether and when to buy a fourth node (now, after memory prices fall, or never).
2. The rental price at which owning becomes the wrong call. The relevant alternative is a dedicated GPU server with fast local NVMe, not per-second serverless.
3. What a used RTX 5090 will be worth in 18–36 months.
4. Malaysia-specific risks to the cost of owning.

Output contract block#

SOURCES
- Today is late September 2026. Prioritise sources published in the last 90 days. Use older material only as a historical baseline, and label it as such.
- Prefer leading and primary sources: independent semiconductor analysts (for example SemiAnalysis), market trackers (for example TrendForce), company earnings calls and transcripts, regulatory filings, price indices, marketplace price histories and sold listings, supply-chain reporting.
- Investment banks, consultancies and auditors are acceptable but usually lag. When you cite them, say so.
- Where credible sources disagree, show both positions with their reasoning. Do not average them.
- Give a URL for every sourced claim.

OUTPUT FORMAT
1. Answer: at most 10 bullets answering the questions above directly, with numbers.
2. Evidence table with columns: claim | number | as-of date | source (URL) | observed / forecast / rumour | leading / lagging.
3. Scenarios for October 2026 to September 2029: base, upside and downside for my position. For each: a rough probability, what happens to the prices that matter to me, and the indicator that would tell me early that this scenario is unfolding.
4. What would change the call: concrete thresholds (indicator, level, where to watch it, how often it updates).
5. Unknowns: what you could not find or could not verify.

Do not give generic investment advice or stock recommendations. Keep the focus on the decisions above.