At @superai_conf in Singapore, Carmen Lee, the Founder of @computeexchange told @ATPinsights that GPU access and compute were no longer new just infrastructure. They are becoming an asset class, with reserve contracts, forward contracts, indices, and hedging. Are companies ready to manage compute like financial risk? Watch the full ATP Insights episode here: youtube.com/live/F_y03ibb5_E…

Also, don't forget that savings are a domestic metric. Which means the survey is 💩 when it comes to cross-border accounts.

Or is he talking about US controlled savings/money from foreign tax havens? But, it doesn't seem that's what he means. 🤷‍♂️

I just don't get what Steve's saying and or implying. Domestic savings rate is constraining AI build out, so foreign investment is necessary or the ship sinks? 🤷‍♂️ 🤪

I'm going to rock the boat more to see where this goes by tagging @Silicon_Data and @computeexchange.

Interview of @carmenli CEO of @Silicon_Data and @computeexchange at Odd Lots Live with @tracyalloway and @TheStalwart. 🚀🔥

Great get

NEW ODD LOTS LIVE GUEST: In addition to Jeremy Maletz, @iaindunning, @citrini, @SamRo and @jasminewsun, we'll also be talking to @carmenli, CEO of @computeexchange about the huge scramble to turn compute into a financialized, tradeable commodity.

I've believed for years that compute would evolve into one of the world’s most important commodities — which is why I backed the creation of @Silicon_Data and @computeexchange two years ago. Today’s announcement from @Silicon_Data and @CMEGroup is an important step in that direction. As AI scales, compute markets are developing the same kinds of supply, volatility and capital allocation dynamics we’ve seen in energy and other major commodity markets. Futures markets matter because they improve price discovery, reduce the cost of capital and support long-term infrastructure investment. ft.com/content/3e6b81e3-954d…

It won't be Jane street at first, more likely DRW since they're the ones building @computeexchange

GM London! GPU Compute is the world’s next major commodity. Great event in London yesterday hosted by @wintermute_t @computeexchange & Silicon Data. Silicon Data is building suite of tools designed to provide transparency into GPU hardware markets and LLM (Large Language Model) operational costs. Key Highlights: 1.) Standardised Indices: They’ve launched daily benchmarks like the SDH100RT (H100), SDA100RT (A100), and SDB200RT (B200) to track rental prices across cloud, marketplaces, and bare-metal channels. 2.) Financial Innovation: These products lay the groundwork for derivatives, swaps, and sophisticated hedging strategies. 3.) Volatility Management: Businesses can lock in compute prices and protect margins against the unpredictable spikes in AI infrastructure demand. Silicon Data raised $4.7M in a seed round backed by DRW, Jump Trading Group, and Wintermute Ventures Learn More: silicondata.com/ Looking forward to some more cool events soon:) @EvgenyGaevoy @carmenli

Attending #NVIDIAGTC in DC? Meet @computeexchange & @Silicon_Data #CEO @carmenli in person at the conference (Oct 28-29). Let’s connect, explore #compute markets, #AIInfrastructure, & #GPU sourcing. Time is limited — Use the QR code to lock in a slot. #AI #CloudComputing

GPUs have strong similarities with commodites markets and, specifically, energy markets. DRW @computeexchange is a very innovative idea: compute.exchange/resources/t… . Need more ideas in this area.

At #TechWeek starting Sunday and know something you don't: we're accelerating the trend of turning compute into "digital oil". Find me if you want to learn how we're doing it... (Hint: #WCU - That's all you get for now 😉 #InfraSight @a16z #ComputeExchange #ComputeMarkets #aiinfrastructure @infrasightsc @TimMartinISC @REBIForum

on it like bluebonnet

I specifically asked about DRAM futures and why he thinks this will be different