Buying GPUs Should Work Like Buying Stocks — Carmen Li, Compute Exchange
Carmen Li, CEO of Compute Exchange and Silicon Data and a former energy options market maker, explains why buying compute should work more like trading on an exchange than calling hundreds of salespeople.
Compute Exchange is a neutral marketplace that owns no GPUs, verifies both providers and buyers, and handles reserved and forward contracts for GPUs and tokens, plus a busy market for used servers. After a platform demo, she turns to Silicon Data's numbers: forward curves for H100 and B200 have shifted up, the market expects prices to keep rising, and used H100s and B200s are holding their value well above standard depreciation.
The text is the source's own description of its publication. The content belongs to AI Engineer.
More from AI Engineer
Inside Arca's Long-Horizon Agents That Run the Business - Aman Singh, Arca
AI Engineer 23 Oct
Real AI Agent Attacks and What Would Have Stopped Them — Andrey Rybka, Bloomberg
AI Engineer 23 Oct
Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens
Techmeme 4 h ago
Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount
Techmeme 6 h ago