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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:...

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Brett Harrison

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28,436 次观看 • 2 个月前 •via X (Twitter)

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Brett Harrison 的头像
Brett Harrison2 个月前

If you’re a neocloud, compute marketplace, datacenter operator, or compute capacity provider, learn more about the ComputeConnect network and join our compute provider list: .

Brett Harrison 的头像
Brett Harrison2 个月前

Read more about ComputeConnect in our press release:

Paul Marino 的头像
Paul Marino2 个月前

@AgustinLebron3 @ComputeDesk Congrats. Needed innovation. A forward curve for depreciation would be very helpful.

davidlee 的头像
davidlee2 个月前

@ComputeDesk Congratulations. Amazing founder-market fit!

Creads 的头像
Creads2 个月前

@ComputeDesk incredible product innovation at exactly the right time @BrettHarrison @Architect_Fi

santi 的头像
santi2 个月前

@ComputeDesk Cool

MoonRunner 的头像
MoonRunner2 个月前

@ComputeDesk great move, congrats

Hunter Horsley 的头像
Hunter Horsley2 个月前

@ComputeDesk 🔥

David Dorr 的头像
David Dorr2 个月前

@ComputeDesk Cool idea

Patrick Rooney 的头像
Patrick Rooney2 个月前

@ComputeDesk 👀

ANGELA @192509201 的头像
ANGELA @1925092012 个月前

@ComputeDesk Congratulations Brother 🙏🏻💐

gemeine holly 的头像
gemeine holly2 个月前

@ComputeDesk This will be great! Look forward to this. We were discussing this idea last sunday only.

Vynaider 🎒🦇 的头像
Vynaider 🎒🦇2 个月前

@ComputeDesk The GPU world needs the solution that Architect provides Brett and the team are creating the future market for GPUs right now🙌👏

Creads 的头像
Creads2 个月前

@ComputeDesk boom! let’s go!!! @BrettHarrison @Architect_Fi

Jameson 的头像
Jameson2 个月前

@ComputeDesk 🔥

Kyle Hart 的头像
Kyle Hart2 个月前

@ComputeDesk 🔥

Katherine Kirkpatrick Bos 的头像
Katherine Kirkpatrick Bos2 个月前

@ComputeDesk 👏👏👏

Shah 的头像
Shah2 个月前

@ComputeDesk I swear it was the most interesting thing I read today

Sirtoshi ₿ 🐂 的头像
Sirtoshi ₿ 🐂2 个月前

@ComputeDesk nice nice

Habibk.HK 🍌 的头像
Habibk.HK 🍌2 个月前

@ComputeDesk ComputeConnect could bring much-needed transparency and structure to the compute market. A meaningful step for AI infrastructure.

Jason傑森 🇭🇰 | 🛠️ 的头像
Jason傑森 🇭🇰 | 🛠️2 个月前

@ComputeDesk 看着像是在使劲推动共识

小黄瓜🥒｜广告位招租 的头像
小黄瓜🥒｜广告位招租2 个月前

@Ishanee @ComputeDesk 又是新概念么

Crypto Briefing 的头像
Crypto Briefing2 个月前

@ComputeDesk

jamie wang 的头像
jamie wang2 个月前

@ComputeDesk 算力 EFP 把金融定价接到物理交付 关键是 basis 和结算路径 否则期货只是另一个纸面 beta

相关视频

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.
0:22

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

10,236 次观看 • 2 个月前

Compute futures indexes need to be broad enough to capture private cloud transactions but narrow enough to minimize basis risk for datacenter hedging. Architect’s Nvidia H100, H200, B200, and B300 futures will offer the best of both worlds on the American Innovation Exchange.
0:24

Compute futures indexes need to be broad enough to capture private cloud transactions but narrow enough to minimize basis risk for datacenter hedging. Architect’s Nvidia H100, H200, B200, and B300 futures will offer the best of both worlds on the American Innovation Exchange.

Architect

21,061 次观看 • 3 个月前

$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
0:40

$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 次观看 • 2 个月前

ROBA Compute is officially LIVE. This isn't a feature drop. This is ROBA expanding into the AI infrastructure market - hundreds of billions in scale, and we're staking our claim. Rent GPUs on-demand. Enterprise-grade allocation. Transparent USDC pricing. Zero hidden fees and all on-chain. We're already in talks with enterprise clients for compute at scale. 15% of all compute revenue → straight to $ROBA buybacks & burns. GPU capacity is limited at launch. First come, first served. Over the next weeks we will begin accepting new compute partners to provide more power to the marketplace in addition to ROBA's own in-house GPUs and integrated robotics stack. Platform fees are discounted for a limited time only. The infrastructure layer powering physical AI and beyond starts here.
0:41

ROBA Compute is officially LIVE. This isn't a feature drop. This is ROBA expanding into the AI infrastructure market - hundreds of billions in scale, and we're staking our claim. Rent GPUs on-demand. Enterprise-grade allocation. Transparent USDC pricing. Zero hidden fees and all on-chain. We're already in talks with enterprise clients for compute at scale. 15% of all compute revenue → straight to $ROBA buybacks & burns. GPU capacity is limited at launch. First come, first served. Over the next weeks we will begin accepting new compute partners to provide more power to the marketplace in addition to ROBA's own in-house GPUs and integrated robotics stack. Platform fees are discounted for a limited time only. The infrastructure layer powering physical AI and beyond starts here.

Roba Labs

44,287 次观看 • 1 个月前

Celebrating 2 years of smarter markets 🧮 Since trading commenced on Abaxx Exchange on June 28, 2024, our pursuit of building smarter markets has brought us the privilege of sharing many memorable 'firsts' with our growing network of market participants, including: 📍 First physically deliverable LNG futures to trade globally 📍 First delivery of a regulated, exchange-cleared voluntary carbon contract 📍 First USD-denominated, physically-deliverable benchmarks for nickel sulphate and lithium carbonate outside of China 📍 First physically deliverable kilobar gold futures deliverable into Singapore 📍 First co-located futures and spot market for physical gold in Asia 📍 First FBOT registration issued since 2022 📍 First wind and solar futures indexed to installed generation capacity 📍 First delivery under the Abaxx Gold Singapore futures contract 📍 First globally-accessible 1,000 oz., four-nines silver futures These market 'firsts' within our first 730 days of trading created the momentum that resulted in: 18 new commodity futures benchmarks 1M+ contracts traded 40 connected clearing firms, brokers and ISVs There is no shortage of market problems and opportunities in need of new plumbing and new price signals, and we look forward to another year building smarter markets for global commodities trading. Thank you to our clearing members, front-office, trading, back-office, and market surveillance vendors, market data distribution partners -- and to the teams, partners and investors contributing every day to the growth of smarter markets.
2:39

Celebrating 2 years of smarter markets 🧮 Since trading commenced on Abaxx Exchange on June 28, 2024, our pursuit of building smarter markets has brought us the privilege of sharing many memorable 'firsts' with our growing network of market participants, including: 📍 First physically deliverable LNG futures to trade globally 📍 First delivery of a regulated, exchange-cleared voluntary carbon contract 📍 First USD-denominated, physically-deliverable benchmarks for nickel sulphate and lithium carbonate outside of China 📍 First physically deliverable kilobar gold futures deliverable into Singapore 📍 First co-located futures and spot market for physical gold in Asia 📍 First FBOT registration issued since 2022 📍 First wind and solar futures indexed to installed generation capacity 📍 First delivery under the Abaxx Gold Singapore futures contract 📍 First globally-accessible 1,000 oz., four-nines silver futures These market 'firsts' within our first 730 days of trading created the momentum that resulted in: 18 new commodity futures benchmarks 1M+ contracts traded 40 connected clearing firms, brokers and ISVs There is no shortage of market problems and opportunities in need of new plumbing and new price signals, and we look forward to another year building smarter markets for global commodities trading. Thank you to our clearing members, front-office, trading, back-office, and market surveillance vendors, market data distribution partners -- and to the teams, partners and investors contributing every day to the growth of smarter markets.

Abaxx Exchange

10,827 次观看 • 2 个月前

OpenAI and Anthropic can take compute which costs them $15b a GW, and turn it into $50b+ of revenue. In order to get the credit to build their datacenters, most neoclouds have already signed long term contracts to supply compute at these $15b/GW rates. However, Meta and SpaceX, who have a GW+ of discretionary compute supported by their own balance sheet, can take advantage of this surge in compute prices and sell short-term contracts at the much higher rate that the leading labs (who are best able to monetize this compute) are willing to bid for.
1:37

OpenAI and Anthropic can take compute which costs them $15b a GW, and turn it into $50b+ of revenue. In order to get the credit to build their datacenters, most neoclouds have already signed long term contracts to supply compute at these $15b/GW rates. However, Meta and SpaceX, who have a GW+ of discretionary compute supported by their own balance sheet, can take advantage of this surge in compute prices and sell short-term contracts at the much higher rate that the leading labs (who are best able to monetize this compute) are willing to bid for.

Dwarkesh Patel

53,789 次观看 • 17 天前

NVIDIA is about to grow a new moat that has the potential to be the company’s most impenetrable moat yet: The Compute Futures Market One of the reasons why there’s so much demand for U.S. T-bills is because the market for them is incredibly deep, and large pools of capital can come in and out freely without much disturbance. That attribute is attractive, which leads to more demand for T-bills Liquidity begets liquidity Another example is what Bill Ackman is describing in the attached clip - the more valuable a company becomes, the easier it is for said company to raise capital to fund expansion, which in of itself is virtuous and valuable The same concept is going to apply to compute, and in some ways- it already is. NVIDIA GPUs are already the most financeable (in many cases the only financeable) form of compute for various parties to deploy in their data centers. But the introduction of a forward curve that facilitates financial expression like hedging takes that concept to a different level Companies who consume compute (structurally short compute) will want to be able to hedge their input costs, and companies who produce compute (structurally long compute) will want to be able to hedge their output price. The market will coalesce even more around the deepest / most liquid pools to facilitate this - which will be NVIDIA based futures (WTI Crude) This liquidity itself will become part of the value of purchasing NVIDIA equipment, it will be part of the justification to pay the “Nvidia tax”. And when the liquidity reaches a certain depth, it will be almost impossible to break - because to break it would involve coordinating between massive amounts of misaligned parties- impossible So NVIDIA, by no additional virtue or effort of their own will likely absorb another massive structural advantage that may be the most difficult advantage to overcome for any competitor out of anything that has been built so far. The rich really do get richer.
0:48

NVIDIA is about to grow a new moat that has the potential to be the company’s most impenetrable moat yet: The Compute Futures Market One of the reasons why there’s so much demand for U.S. T-bills is because the market for them is incredibly deep, and large pools of capital can come in and out freely without much disturbance. That attribute is attractive, which leads to more demand for T-bills Liquidity begets liquidity Another example is what Bill Ackman is describing in the attached clip - the more valuable a company becomes, the easier it is for said company to raise capital to fund expansion, which in of itself is virtuous and valuable The same concept is going to apply to compute, and in some ways- it already is. NVIDIA GPUs are already the most financeable (in many cases the only financeable) form of compute for various parties to deploy in their data centers. But the introduction of a forward curve that facilitates financial expression like hedging takes that concept to a different level Companies who consume compute (structurally short compute) will want to be able to hedge their input costs, and companies who produce compute (structurally long compute) will want to be able to hedge their output price. The market will coalesce even more around the deepest / most liquid pools to facilitate this - which will be NVIDIA based futures (WTI Crude) This liquidity itself will become part of the value of purchasing NVIDIA equipment, it will be part of the justification to pay the “Nvidia tax”. And when the liquidity reaches a certain depth, it will be almost impossible to break - because to break it would involve coordinating between massive amounts of misaligned parties- impossible So NVIDIA, by no additional virtue or effort of their own will likely absorb another massive structural advantage that may be the most difficult advantage to overcome for any competitor out of anything that has been built so far. The rich really do get richer.

Nick Dorsey

33,944 次观看 • 2 个月前

Every proof matters, and ZK miners are the backbone of Boundless Boundless measures the work it takes to generate proofs and rewards miners for their exact contributions, powering proving capacity for every ecosystem through Proof of Verifiable Work Predictable rewards bring more miners online → competition expands compute supply → proving power increases across the network This abundant compute enables scalability and interoperability across ecosystems, making blockchains internet-scale
0:36

Every proof matters, and ZK miners are the backbone of Boundless Boundless measures the work it takes to generate proofs and rewards miners for their exact contributions, powering proving capacity for every ecosystem through Proof of Verifiable Work Predictable rewards bring more miners online → competition expands compute supply → proving power increases across the network This abundant compute enables scalability and interoperability across ecosystems, making blockchains internet-scale

Boundless

10,121 次观看 • 9 个月前

Testing image-to-CAD for SR Platform on a new set of GPUs 🔥 We are working with lium.io (SN51) to showcase the efficiency of decentralized compute for SR Platform — from CAD generation to RL training and sim-to-real validation What it means: > Flexible, on-demand rental for us. Pay with crypto. > Diverse GPU options, powered by Openτensor Foundaτion's incentive alignment. > Lower equipment cost → higher margin for the network. Onchain robots, onchain compute.
0:25

Testing image-to-CAD for SR Platform on a new set of GPUs 🔥 We are working with lium.io (SN51) to showcase the efficiency of decentralized compute for SR Platform — from CAD generation to RL training and sim-to-real validation What it means: > Flexible, on-demand rental for us. Pay with crypto. > Diverse GPU options, powered by Openτensor Foundaτion's incentive alignment. > Lower equipment cost → higher margin for the network. Onchain robots, onchain compute.

Strike Robot

18,134 次观看 • 3 个月前

World Liberty Financial Expands USD1 Integration Across Binance Futures WLFI expands the reach of its $USD1 stablecoin within Binance Futures, establishing the asset as a primary collateral layer for decentralized derivatives. The rollout includes the official launch of the $SPCXUSD1 perpetual contract, allowing global participants to utilize $USD1 for high-leverage exposure to SpaceX-related price action on the world's largest exchange. This strategic deployment focuses on transitioning $USD1 from a simple medium of exchange into a core settlement and collateral asset for institutional trading.
0:30

World Liberty Financial Expands USD1 Integration Across Binance Futures WLFI expands the reach of its $USD1 stablecoin within Binance Futures, establishing the asset as a primary collateral layer for decentralized derivatives. The rollout includes the official launch of the $SPCXUSD1 perpetual contract, allowing global participants to utilize $USD1 for high-leverage exposure to SpaceX-related price action on the world's largest exchange. This strategic deployment focuses on transitioning $USD1 from a simple medium of exchange into a core settlement and collateral asset for institutional trading.

BSCN

17,701 次观看 • 1 个月前

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade. Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute." "The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute." Think about what that means. Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it. That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend. The data backs him up completely. Data centers will consume 70% of all memory chips produced globally in 2026. Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server. DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+. The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better. Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated." This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power. Check out Milk Road Pro, link below to access our full thesis and plays.
0:23

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade. Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute." "The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute." Think about what that means. Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it. That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend. The data backs him up completely. Data centers will consume 70% of all memory chips produced globally in 2026. Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server. DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+. The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better. Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated." This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power. Check out Milk Road Pro, link below to access our full thesis and plays.

Milk Road AI

419,755 次观看 • 4 个月前

INJ FUTURES REPRESENTS HUGE PROGRESS FOR INJECTIVE Bitnominal launched Injective 🥷 US Dollar Centi Futures ($IJUC) following its successful self-certification with the CFTC. This move positions $INJ as one of the few digital assets with a regulated futures market accessible to US-based institutional and retail participants. The $IJUC contract is physically settled and margined, providing a high-fidelity trading vehicle for the Injective 🥷 finance-optimized Layer-1 blockchain.
0:30

INJ FUTURES REPRESENTS HUGE PROGRESS FOR INJECTIVE Bitnominal launched Injective 🥷 US Dollar Centi Futures ($IJUC) following its successful self-certification with the CFTC. This move positions $INJ as one of the few digital assets with a regulated futures market accessible to US-based institutional and retail participants. The $IJUC contract is physically settled and margined, providing a high-fidelity trading vehicle for the Injective 🥷 finance-optimized Layer-1 blockchain.

BSCN

13,252 次观看 • 4 个月前

.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."
2:22

.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 次观看 • 3 个月前

I’m beyond excited to finally announce Internet Backyard We’ve raised $4.5M pre-seed to build the financial backbone of the global compute economy, starting with billing for data centers. Every day, $1.2B flows into compute, almost entirely debt-financed. AI is surpassing every growth curve we’ve seen: training runs heading toward $1B each, global capacity set to triple, trillions in capex already committed. And yet the financial rails underneath it all are still running on spreadsheets.
0:30

I’m beyond excited to finally announce Internet Backyard We’ve raised $4.5M pre-seed to build the financial backbone of the global compute economy, starting with billing for data centers. Every day, $1.2B flows into compute, almost entirely debt-financed. AI is surpassing every growth curve we’ve seen: training runs heading toward $1B each, global capacity set to triple, trillions in capex already committed. And yet the financial rails underneath it all are still running on spreadsheets.

mai

106,678 次观看 • 9 个月前

Sam Altman on why he likes hard problems (like making his own chip) “Philosophically I'm very inclined to try to find the high-leverage, difficult problem that will continue the exponential. And for us this is models and compute. Those are problems that naturally suit me.” “To scale compute in the way that we're doing requires a complex supply chain. There's a lot of interesting partnerships to figure out, which I like doing. There's interesting financial challenges of how you're going to finance what is rapidly becoming the most expensive infrastructure project in history.” “The technology questions that go into building out compute at this scale from designing your own chip, to the supply chain of fabs and people that make racks, to the power systems for these things. There are a lot of problems that are interesting across technology, business, policy, supply chain, logistics— all come together around building compute at this kind of scale.”
1:05

Sam Altman on why he likes hard problems (like making his own chip) “Philosophically I'm very inclined to try to find the high-leverage, difficult problem that will continue the exponential. And for us this is models and compute. Those are problems that naturally suit me.” “To scale compute in the way that we're doing requires a complex supply chain. There's a lot of interesting partnerships to figure out, which I like doing. There's interesting financial challenges of how you're going to finance what is rapidly becoming the most expensive infrastructure project in history.” “The technology questions that go into building out compute at this scale from designing your own chip, to the supply chain of fabs and people that make racks, to the power systems for these things. There are a lot of problems that are interesting across technology, business, policy, supply chain, logistics— all come together around building compute at this kind of scale.”

David Senra

27,700 次观看 • 18 天前

Compute Wars: OpenAI vs Anthopic. Why was Opus 4.5 such a breakthrough? Anthropic got lots more compute from AWS Madison and New Carlisle sites likely more than doubling their capacity. This got Anthropic got close to OpenAI's total capacity, and probably much higher effective capacity available for new model runs. Remember that it takes 6+ months between getting capacity and releasing the model, so the extra OpenAI capacity might be aligning well with the 'spud' model rather than GPT-5.4. Unless something dramatic happens, OpenAI will pull away in terms of compute available in H2 2026, but 2027 will be close. Future years are less certain but so far OpenAI has much higher planned capacity, though can't imagine Anthropic isn't pushing as hard as they can to get lots more compute. Always watch the compute, other things matter, but any new capability breakthrough probably came from throwing more compute at it.
0:22

Compute Wars: OpenAI vs Anthopic. Why was Opus 4.5 such a breakthrough? Anthropic got lots more compute from AWS Madison and New Carlisle sites likely more than doubling their capacity. This got Anthropic got close to OpenAI's total capacity, and probably much higher effective capacity available for new model runs. Remember that it takes 6+ months between getting capacity and releasing the model, so the extra OpenAI capacity might be aligning well with the 'spud' model rather than GPT-5.4. Unless something dramatic happens, OpenAI will pull away in terms of compute available in H2 2026, but 2027 will be close. Future years are less certain but so far OpenAI has much higher planned capacity, though can't imagine Anthropic isn't pushing as hard as they can to get lots more compute. Always watch the compute, other things matter, but any new capability breakthrough probably came from throwing more compute at it.

Peter Gostev

158,528 次观看 • 5 个月前

When we first met Tom, his obsession with energy markets came through immediately. Seemed random, but it's "actually" central to what he's building at Actual Computer. The thesis is that local inference is inevitable. Open source models are getting good enough, people don't want to feed their thoughts to AI labs, and demand for compute will continue to be insatiable. But the main forcing function is that chips aren't the bottleneck anymore - power is. Compute is derivative of energy, and the massive data center buildout has created an energy shortage where GPUs sit idle waiting for power to come online. Yet one place that already has power, and always will, is everywhere else. Homes. Businesses. Universities. Collectively, they have more compute than all the data centers combined. Tom Lynch goal is to build a distributed network of people plugging in their local compute (devices like Mac minis to consumer Nvidia cards) to serve inference demand. The substrate he's chosen is Bittensor, on Subnet 95. Actual Computer has an exceptional team behind it, and this is one of the projects that's gotten me most excited in a long time. Enjoy this conversation with the two of us!
37:17

When we first met Tom, his obsession with energy markets came through immediately. Seemed random, but it's "actually" central to what he's building at Actual Computer. The thesis is that local inference is inevitable. Open source models are getting good enough, people don't want to feed their thoughts to AI labs, and demand for compute will continue to be insatiable. But the main forcing function is that chips aren't the bottleneck anymore - power is. Compute is derivative of energy, and the massive data center buildout has created an energy shortage where GPUs sit idle waiting for power to come online. Yet one place that already has power, and always will, is everywhere else. Homes. Businesses. Universities. Collectively, they have more compute than all the data centers combined. Tom Lynch goal is to build a distributed network of people plugging in their local compute (devices like Mac minis to consumer Nvidia cards) to serve inference demand. The substrate he's chosen is Bittensor, on Subnet 95. Actual Computer has an exceptional team behind it, and this is one of the projects that's gotten me most excited in a long time. Enjoy this conversation with the two of us!

Sami Kassab

35,706 次观看 • 7 个月前

📢 NEURALAI X 🤩 NeuralAI is extraordinarily excited to reveal that we have started working closely with Akash Network, the world's premier decentralized compute marketplace! ✔️ The offerings of align perfectly with the vision and roadmap of NeuralAI, making this collaboration extremely significant for NeuralAI. For a start, NeuralAI will run inference on Akash based on our 3D #AI model and prepare TAO miners for reward-yielding subnets. NeuralAI will also leverage Akash's powerful GPUs to enhance our #AI #model training. Currently, provides us with 56 powerful A6000 GPUs, scalable on demand. ✔️ NeuralAI also gets highly competitive pricing from Akash Network, significantly lower than any other compute provider in the world. The lower pricing is possible partially thanks to the crypto-driven incentives within Akash Network, making it an excellent opportunity for NeuralAI to leverage. The synergy with Akash Network is a big leap forward, fueling our mission of becoming the #1 AI-driven 3D asset generator subnet on Bittensor. ✔️ We look forward to our close work with , we are certain with their support we will be able to secure a unique edge in the market! Stay tuned for exciting updates and developments.
0:29

📢 NEURALAI X 🤩 NeuralAI is extraordinarily excited to reveal that we have started working closely with Akash Network, the world's premier decentralized compute marketplace! ✔️ The offerings of align perfectly with the vision and roadmap of NeuralAI, making this collaboration extremely significant for NeuralAI. For a start, NeuralAI will run inference on Akash based on our 3D #AI model and prepare TAO miners for reward-yielding subnets. NeuralAI will also leverage Akash's powerful GPUs to enhance our #AI #model training. Currently, provides us with 56 powerful A6000 GPUs, scalable on demand. ✔️ NeuralAI also gets highly competitive pricing from Akash Network, significantly lower than any other compute provider in the world. The lower pricing is possible partially thanks to the crypto-driven incentives within Akash Network, making it an excellent opportunity for NeuralAI to leverage. The synergy with Akash Network is a big leap forward, fueling our mission of becoming the #1 AI-driven 3D asset generator subnet on Bittensor. ✔️ We look forward to our close work with , we are certain with their support we will be able to secure a unique edge in the market! Stay tuned for exciting updates and developments.

NeuralAI

241,287 次观看 • 2 年前

In the 20th century, power depended on OIL and STEEL. In the 21st century, power depends on AI, CHIPS and COMPUTE CAPABILITY. At AI Summit 2026 India, I spoke about why the GPU challenge is not just a ‘supply chain issue’ but a ‘sovereignty issue’. In the AI century, power will rest with those who control chips, compute capacity and data centres. Today, design monopolies, manufacturing concentration and export controls determine who gets access. India controls none of these critical levers. We have the talent. We have the ambition. We have the intent. We have the capital. But talent without compute is aspiration. And compute without sovereignty is dependence. The role of policymakers is not to slow AI down; it is to remove bottlenecks, diversify access, set clear national targets, and build sovereign AI infrastructure in India. This is not partisan. It is strategic. #IndiaAIImpactSummit2026 #AI #ResponsibleAI #ArtificialIntelligence #BharatMandapam
3:41

In the 20th century, power depended on OIL and STEEL. In the 21st century, power depends on AI, CHIPS and COMPUTE CAPABILITY. At AI Summit 2026 India, I spoke about why the GPU challenge is not just a ‘supply chain issue’ but a ‘sovereignty issue’. In the AI century, power will rest with those who control chips, compute capacity and data centres. Today, design monopolies, manufacturing concentration and export controls determine who gets access. India controls none of these critical levers. We have the talent. We have the ambition. We have the intent. We have the capital. But talent without compute is aspiration. And compute without sovereignty is dependence. The role of policymakers is not to slow AI down; it is to remove bottlenecks, diversify access, set clear national targets, and build sovereign AI infrastructure in India. This is not partisan. It is strategic. #IndiaAIImpactSummit2026 #AI #ResponsibleAI #ArtificialIntelligence #BharatMandapam

Raghav Chadha

70,153 次观看 • 6 个月前

In most places in the US, you can't trade onion futures. This is because of the the Onion Futures Act of 1958, a U.S. federal law that permanently bans futures trading in onions. As a result, onions are the only commodity explicitly prohibited from futures markets in the United States. The Act came about after an episode in the early 1950s, when onions were actively traded on the Chicago Mercantile Exchange. Two men named Vincent Kosuga and Sam Seigel bought up enormous quantities of physical onions, and gained control over storage and distribution. By dominating the available supply, they were able to push prices higher while simultaneously taking large short positions in onion futures, which was a bet that prices would eventually fall. Once their short positions were in place, Kosuga and Seigal released massive amounts of onions back into the market, flooding supply and causing prices to collapse. Accounts from the period describe warehouses overflowing with onions, spoilage accelerating, and farmers unable to sell their crops for prices that even covered transportation costs. The collapse was so severe that some farmers reportedly burned or dumped onions rather than bring them to market.
2:05

In most places in the US, you can't trade onion futures. This is because of the the Onion Futures Act of 1958, a U.S. federal law that permanently bans futures trading in onions. As a result, onions are the only commodity explicitly prohibited from futures markets in the United States. The Act came about after an episode in the early 1950s, when onions were actively traded on the Chicago Mercantile Exchange. Two men named Vincent Kosuga and Sam Seigel bought up enormous quantities of physical onions, and gained control over storage and distribution. By dominating the available supply, they were able to push prices higher while simultaneously taking large short positions in onion futures, which was a bet that prices would eventually fall. Once their short positions were in place, Kosuga and Seigal released massive amounts of onions back into the market, flooding supply and causing prices to collapse. Accounts from the period describe warehouses overflowing with onions, spoilage accelerating, and farmers unable to sell their crops for prices that even covered transportation costs. The collapse was so severe that some farmers reportedly burned or dumped onions rather than bring them to market.

TBPN

79,256 次观看 • 8 个月前