GPUs Are Snowflakes: Why a Compute Marketplace Doesn’t Race to the Bottom
Travis Cannell
COO, Vast.ai
Compute Marketplaces42 min
Archive
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Conversations with the people underwriting, building and operating AI infrastructure.
Why a GPU Hour Beats a Token as a Tradable Unit
Ishanee Nagpurkar
Head of Compute Markets, Architect
Compute Futures48 min
You’re Not Financing the GPU. You’re Financing NVIDIA’s Margin
Bernie Margulies
CEO, American Compute
GPU Insurance53 min
The Economics of GPU Value: Why GPUs Are Appreciating
Alex Yeh
Founder & CEO, GMI Cloud
GPU Financing33 min
Why Compute Isn't Oil, and What the Forward Curve Is Really Saying
Carmen Li
CEO, Silicon Data & Compute Exchange
Compute Markets1 hour