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And there it is… Google (and I imagine the other compute providers) are beginning to work with Citadel / Jane Street / etc to improve quantitative trading with compute The demand for an edge in capital markets is quasi infinite The flood gates are open $GOOG $NVDA

Midnight Capital

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32,174 views • 5 months ago •via X (Twitter)

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.Shaun Maguire says SpaceX's data center deal with Google may suggest there is something fundamentally different about the company's terrestrial compute. "I think a lot of people were surprised by the Anthropic and Google announcements. And I think a lot of people are getting the wrong takeaway there." "The way a lot of people are interpreting that is it's like, 'oh, we're just in this temporary compute shortage. And so anyone's willing to work with anyone, and they're willing to pay any price for compute.'" "I think that might be a reasonable way to look at the Anthropic announcement. I don't think that makes sense for looking at the Google announcement." "To me, I think an alternative hypothesis is that SpaceX's terrestrial compute is not actually a commodity. There's something that's better about it than other people's terrestrial compute."

.Shaun Maguire says SpaceX's data center deal with Google may suggest there is something fundamentally different about the company's terrestrial compute. "I think a lot of people were surprised by the Anthropic and Google announcements. And I think a lot of people are getting the wrong takeaway there." "The way a lot of people are interpreting that is it's like, 'oh, we're just in this temporary compute shortage. And so anyone's willing to work with anyone, and they're willing to pay any price for compute.'" "I think that might be a reasonable way to look at the Anthropic announcement. I don't think that makes sense for looking at the Google announcement." "To me, I think an alternative hypothesis is that SpaceX's terrestrial compute is not actually a commodity. There's something that's better about it than other people's terrestrial compute."

Jack Kuhr

44,998 views • 3 months ago

The flood gates are open. We are being invaded. There is no other way to put it, and you MF don't even realize it. Imagine supporting the total invasion of your own country. What a disgrace!🤬

The flood gates are open. We are being invaded. There is no other way to put it, and you MF don't even realize it. Imagine supporting the total invasion of your own country. What a disgrace!🤬

Joe Anidjar

53,456 views • 1 year ago

What is the real bottleneck for compute? Anjney Midha explains it in the latest episode of Moonshots: - Demand is uncapped - Compute providers outbid each other for energy supply - We don't have enough electricity to power the chips. Bullish $IREN h/t Mike Hillier

What is the real bottleneck for compute? Anjney Midha explains it in the latest episode of Moonshots: - Demand is uncapped - Compute providers outbid each other for energy supply - We don't have enough electricity to power the chips. Bullish $IREN h/t Mike Hillier

Frans Bakker

35,988 views • 8 months ago

BREAKING: Elon Musk says Google and Anthropic are leasing AI compute from SpaceX amid a growing power shortage, adding that SpaceX has brought AI compute online better than anyone else so far. “Even before next year, there are challenges with power, which is why Google, Anthropic and many other companies are leasing compute from SpaceX. We’ve been able to bring AI compute online better than anyone else so far. Constructing our own power plants is the only way we were able to do it”

BREAKING: Elon Musk says Google and Anthropic are leasing AI compute from SpaceX amid a growing power shortage, adding that SpaceX has brought AI compute online better than anyone else so far. “Even before next year, there are challenges with power, which is why Google, Anthropic and many other companies are leasing compute from SpaceX. We’ve been able to bring AI compute online better than anyone else so far. Constructing our own power plants is the only way we were able to do it”

DogeDesigner

6,245,466 views • 29 days ago

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 views • 3 months ago

Your data is your edge, but only if your AI is built on it. Rent a generic model and so can your competitor. The companies with an edge are deploying custom models that they own and improve over time. Our co-founder Rhythm Garg recently stopped by to share how companies are owning their intelligence with Applied Compute.

Your data is your edge, but only if your AI is built on it. Rent a generic model and so can your competitor. The companies with an edge are deploying custom models that they own and improve over time. Our co-founder Rhythm Garg recently stopped by to share how companies are owning their intelligence with Applied Compute.

Applied Compute

119,306 views • 4 months ago

Olam Labs CEO sensho says the only two bottlenecks left to AGI and ASI are compute and data. "For AGI and ASI to come there are only two bottlenecks right now. We have no bottleneck with architecture or agents. It's data and compute." "Compute is the biggest bottleneck." "We're gonna have 10x more compute coming online in the next two years. If you're scaling law-pilled and if you're -pilled in all the ways that these AI labs are, then data is the actual bottleneck."

Olam Labs CEO sensho says the only two bottlenecks left to AGI and ASI are compute and data. "For AGI and ASI to come there are only two bottlenecks right now. We have no bottleneck with architecture or agents. It's data and compute." "Compute is the biggest bottleneck." "We're gonna have 10x more compute coming online in the next two years. If you're scaling law-pilled and if you're -pilled in all the ways that these AI labs are, then data is the actual bottleneck."

TBPN

44,160 views • 19 days ago

Announcing ComputeConnect, the financial industry’s first exchange-for-physical (EFP) network for compute, coming soon from Architect and Compute Desk. ComputeConnect links US exchange-traded compute futures to compute capacity delivery. Exchange-listed cash-settled compute futures are entering US markets to correct course on the current AI economy, reorienting debt to long-term growth: • Creating price discovery and transparency independent of any single capacity provider. • Establishing a forward curve for measuring deprecation and forecasting supply and demand. • Providing financial hedges for compute consumers and producers. • Enabling hedge funds, ETF companies, and traders to gain long and short financial exposure to compute. US cash-settled compute futures lack a physical delivery mechanism, and ComputeConnect fills this gap. Existing physically settled futures such as energy and agriculturals require their clearing house (DCO) to set a uniform standard for the grade and delivery method for the underlying commodity. Compute, by contrast, is highly fragmented, heterogeneous, and rapidly evolving, making it infeasible for any single DCO to define and enforce comparable standards. ComputeConnect establishes a network of compute capacity providers and links the network with Architect’s US futures products using exchange-for-physicals (EFPs), OTC contracts in which futures positions are exchanged for the assets the futures track. EFPs allow counterparties to negotiate the grade, timing, location, and other characteristics of the commodity along with a basis tied to the futures settlement price. ComputeConnect will • Build a network of capacity providers and capacity marketplaces. • Establish an open protocol for members of the network to receive delivery requests and advertise available GPUs. • Publish standard basis tables for different SKUs, memory configurations, and locations for GPUs. • Book the futures legs of the transactions to Architect’s DCM, the American Innovation Exchange. • Facilitate and guarantee delivery of capacity using Compute Desk’s ComputeClear platform. The advancement of US AI is constrained at every link in the supply chain: materials, power, chips, capital… The American Innovation Exchange, ComputeConnect, and our industry partners aim to secure compute’s dominance as an American asset class.

Announcing ComputeConnect, the financial industry’s first exchange-for-physical (EFP) network for compute, coming soon from Architect and Compute Desk. ComputeConnect links US exchange-traded compute futures to compute capacity delivery. Exchange-listed cash-settled compute futures are entering US markets to correct course on the current AI economy, reorienting debt to long-term growth: • Creating price discovery and transparency independent of any single capacity provider. • Establishing a forward curve for measuring deprecation and forecasting supply and demand. • Providing financial hedges for compute consumers and producers. • Enabling hedge funds, ETF companies, and traders to gain long and short financial exposure to compute. US cash-settled compute futures lack a physical delivery mechanism, and ComputeConnect fills this gap. Existing physically settled futures such as energy and agriculturals require their clearing house (DCO) to set a uniform standard for the grade and delivery method for the underlying commodity. Compute, by contrast, is highly fragmented, heterogeneous, and rapidly evolving, making it infeasible for any single DCO to define and enforce comparable standards. ComputeConnect establishes a network of compute capacity providers and links the network with Architect’s US futures products using exchange-for-physicals (EFPs), OTC contracts in which futures positions are exchanged for the assets the futures track. EFPs allow counterparties to negotiate the grade, timing, location, and other characteristics of the commodity along with a basis tied to the futures settlement price. ComputeConnect will • Build a network of capacity providers and capacity marketplaces. • Establish an open protocol for members of the network to receive delivery requests and advertise available GPUs. • Publish standard basis tables for different SKUs, memory configurations, and locations for GPUs. • Book the futures legs of the transactions to Architect’s DCM, the American Innovation Exchange. • Facilitate and guarantee delivery of capacity using Compute Desk’s ComputeClear platform. The advancement of US AI is constrained at every link in the supply chain: materials, power, chips, capital… The American Innovation Exchange, ComputeConnect, and our industry partners aim to secure compute’s dominance as an American asset class.

Brett Harrison

28,509 views • 2 months ago

"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.

"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.

Exabits

13,896 views • 2 years ago

HRT, one of the largest quantitative trading firms in the world, just revealed the scale of their AI operation. "two of the biggest ingredients you need to build deep learning models are compute and data. HRT has both in incredible orders of magnitude." "we have vast quantities of data, on the order of petabytes, just in terms of raw tick data we've written down since the beginning of electronic trading." "we have a very high compute-per-researcher ratio." then the line that puts it in perspective: "there probably aren't too many places on Earth you can do cutting-edge deep learning research at the level we do it, just because of how few places have access to as much compute." "it's basically the hyperscalers of the world and then we're in the next tranche." a trading firm putting itself in the same compute tier as Google, Microsoft, and Meta. not for chatbots, for trading.

HRT, one of the largest quantitative trading firms in the world, just revealed the scale of their AI operation. "two of the biggest ingredients you need to build deep learning models are compute and data. HRT has both in incredible orders of magnitude." "we have vast quantities of data, on the order of petabytes, just in terms of raw tick data we've written down since the beginning of electronic trading." "we have a very high compute-per-researcher ratio." then the line that puts it in perspective: "there probably aren't too many places on Earth you can do cutting-edge deep learning research at the level we do it, just because of how few places have access to as much compute." "it's basically the hyperscalers of the world and then we're in the next tranche." a trading firm putting itself in the same compute tier as Google, Microsoft, and Meta. not for chatbots, for trading.

Goshawk Trades

14,780 views • 4 months ago

$INFERRA Just came across Inferra and this one actually feels really interesting. 9ufM9TJd1UEmi9awnGfxCkCHAgQ3JZ5Sw6YxeSeEASY They're building a decentralized marketplace where AI compute becomes a tradable commodity. Instead of letting GPU power sit idle, providers can list verified compute capacity while users can buy, sell, trade, or redeem it for actual compute access. What caught my attention is that they're approaching compute like a real market, with spot trading, futures, and eventually inference markets. As AI demand keeps exploding, compute is becoming one of the most valuable resources in the industry. Projects focused on making that resource more liquid and accessible make a lot of sense to me. High risk as marketcap is tiny. But definitely an interesting compute bet I aped small. DYOR. RR

$INFERRA Just came across Inferra and this one actually feels really interesting. 9ufM9TJd1UEmi9awnGfxCkCHAgQ3JZ5Sw6YxeSeEASY They're building a decentralized marketplace where AI compute becomes a tradable commodity. Instead of letting GPU power sit idle, providers can list verified compute capacity while users can buy, sell, trade, or redeem it for actual compute access. What caught my attention is that they're approaching compute like a real market, with spot trading, futures, and eventually inference markets. As AI demand keeps exploding, compute is becoming one of the most valuable resources in the industry. Projects focused on making that resource more liquid and accessible make a lot of sense to me. High risk as marketcap is tiny. But definitely an interesting compute bet I aped small. DYOR. RR

Crypto Ideology ✍🏻

14,105 views • 3 months ago

The worldwide quantum computer is coming Our mission: quantum compute for everyone We connect providers with excess capacity to the people who need it. Trustless, 20x faster, and 100x more energy efficient than classical compute. Quest to earn QUIP 👇

The worldwide quantum computer is coming Our mission: quantum compute for everyone We connect providers with excess capacity to the people who need it. Trustless, 20x faster, and 100x more energy efficient than classical compute. Quest to earn QUIP 👇

Quip Network

277,763 views • 7 months ago

$IREN CEO Dan Roberts says the company is partnering with $NVDA and $DELL to build an AI compute ecosystem from land, steel and power all the way to the end customer.

$IREN CEO Dan Roberts says the company is partnering with $NVDA and $DELL to build an AI compute ecosystem from land, steel and power all the way to the end customer.

Shay Boloor

167,778 views • 4 months ago

Architect is now pre-onboarding individuals and institutions to trade US-listed compute futures on the American Innovation Exchange, launching imminently. Open an account on our website or app, trade the first-ever US GPU futures and options, join our liquidity programs: American Innovation Exchange futures are purpose-built for the US AI ecosystem: • Compute consumers (AI labs, model developers, hyperscalers) can hedge forward GPU pricing and reduce earnings volatility. • Compute producers and neocloud operators can hedge inventory, generate yield through covered strategies, and better finance expansion. • Asset managers, hedge funds, and proprietary trading firms gain efficient, regulated long/short exposure to compute as a distinct asset class. • The broader market benefits from transparent price discovery, a visible forward curve for deprecation, and supply/demand forecasting, and reduced basis risk through collaboration with index providers. Trading will be supported across desktop, mobile, and API, with order book and block trading capabilities. The launch of Architect’s compute futures marks a significant step in developing mature US financial markets for AI infrastructure and supporting the critical buildout of American compute capacity. We look forward to offering a seamless trading experience with low fee and favorable margin treatment to individuals and firms across AI and finance.

Architect is now pre-onboarding individuals and institutions to trade US-listed compute futures on the American Innovation Exchange, launching imminently. Open an account on our website or app, trade the first-ever US GPU futures and options, join our liquidity programs: American Innovation Exchange futures are purpose-built for the US AI ecosystem: • Compute consumers (AI labs, model developers, hyperscalers) can hedge forward GPU pricing and reduce earnings volatility. • Compute producers and neocloud operators can hedge inventory, generate yield through covered strategies, and better finance expansion. • Asset managers, hedge funds, and proprietary trading firms gain efficient, regulated long/short exposure to compute as a distinct asset class. • The broader market benefits from transparent price discovery, a visible forward curve for deprecation, and supply/demand forecasting, and reduced basis risk through collaboration with index providers. Trading will be supported across desktop, mobile, and API, with order book and block trading capabilities. The launch of Architect’s compute futures marks a significant step in developing mature US financial markets for AI infrastructure and supporting the critical buildout of American compute capacity. We look forward to offering a seamless trading experience with low fee and favorable margin treatment to individuals and firms across AI and finance.

Brett Harrison

10,259 views • 2 months ago

Is compute scarcity masking the real economics of AI? interesting point from Peter Fenton: open-weight models are still complex to run well. For now, the big labs have the bundle: model + compute + reliability + access... and thus pricing power. But if compute supply loosens and open model tooling gets easier, routine AI work can more easily move to cheaper/open models.

Is compute scarcity masking the real economics of AI? interesting point from Peter Fenton: open-weight models are still complex to run well. For now, the big labs have the bundle: model + compute + reliability + access... and thus pricing power. But if compute supply loosens and open model tooling gets easier, routine AI work can more easily move to cheaper/open models.

Deirdre Bosa

50,558 views • 2 months ago

The bull market in stocks is only beginning. Everyone is underestimating how big the shortage of compute and power exists. The bears are wrong. The bulls are going to make money. Choose wisely.

The bull market in stocks is only beginning. Everyone is underestimating how big the shortage of compute and power exists. The bears are wrong. The bulls are going to make money. Choose wisely.

Anthony Pompliano 🌪

72,402,042 views • 4 months ago

Demis Hassabis CEO of DeepMind $GOOG: No one ever has enough chips … and there just aren’t enough compute chips in the world for the demand There’s a reason why $AMZN and $GOOG are running their own semiconductor labs and why we’re building a ridiculous number of semiconductor fabs. AI is projected to have more than 5 billion users by 2030 and the world still not ready for that day Al resources are gonna continue to be undersupplied

Demis Hassabis CEO of DeepMind $GOOG: No one ever has enough chips … and there just aren’t enough compute chips in the world for the demand There’s a reason why $AMZN and $GOOG are running their own semiconductor labs and why we’re building a ridiculous number of semiconductor fabs. AI is projected to have more than 5 billion users by 2030 and the world still not ready for that day Al resources are gonna continue to be undersupplied

Bourbon Capital

166,105 views • 8 months ago

$NVDA JENSEN IS LIVE WITH THE CEOS OF GOLDMAN SACHS, BLACKROCK, BLACKSTONE KKR, BROOKFIELD, AND APOLLO TO EXPLAIN THIS NEW $500B DEAL: “Compute is becoming an asset class.”

$NVDA JENSEN IS LIVE WITH THE CEOS OF GOLDMAN SACHS, BLACKROCK, BLACKSTONE KKR, BROOKFIELD, AND APOLLO TO EXPLAIN THIS NEW $500B DEAL: “Compute is becoming an asset class.”

amit

765,867 views • 1 month ago

Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity. The bottleneck is memory, compute, power and the physical buildout required to turn AI demand into usable capacity.

Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity. The bottleneck is memory, compute, power and the physical buildout required to turn AI demand into usable capacity.

Shay Boloor

89,906 views • 4 months ago