AI runs on GPUs. GPUs run on capital.

Where Capital Meets Compute is a podcast by Kony Kwong, CEO of Silicore and GAIB. Every episode is one long conversation with someone building the financial side of AI infrastructure: the people who price compute, lend against it, insure it and trade it.

The data-center buildout is one of the largest capital projects of the decade, and much of it is being paid for with debt. GPUs are being treated as collateral, rental contracts as cash flow, and compute itself as a commodity with a forward curve. The show is about how that market is being built, and where it might break.

No market calls and no hype. The conversations stay on structure, terms, and the constraints that decide whether a deal works.