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.
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