Why Compute Isn't Oil, and What the Forward Curve Is Really Saying

Carmen Li, CEO of Silicon Data and Compute Exchange, joins Where Capital Meets Compute to break down how GPU pricing indices actually get built.

We cover why she uses a freight-market analogy instead of oil, what it takes for an index to be trustworthy enough that ETF issuers file products against it before there’s even trading liquidity, why the H100 and B200 forward curves are telling two different stories right now, and the real diligence gap in underwriting GPU-backed loans. CME futures on her indices launch in October.