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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.

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Architect

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20,976 görüntüleme • 2 ay önce •via X (Twitter)

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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: • 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.
0:21

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

28,122 görüntüleme • 1 ay önce

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

10,063 görüntüleme • 1 ay önce

SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute →
0:47

SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute →

SpaceX

5,056,596 görüntüleme • 11 gün önce

INSIGHTS: Vitalik just said what the data already showed. For years banks said: we want blockchain. But not Bitcoin. Not Ethereum. We'll build our own. Their blockchains promised the best of both worlds. They delivered the worst. Centralized enough to be controlled. Decentralized enough to be slow. Private enough to exclude the public. Open enough to exclude real privacy. His solution: Don't rebuild. Retrofit. Add cryptographic proof to existing servers. Anchor to Ethereum. Done. The man who built Ethereum just told institutions: You don't need your own chain. You need ours.
0:26

INSIGHTS: Vitalik just said what the data already showed. For years banks said: we want blockchain. But not Bitcoin. Not Ethereum. We'll build our own. Their blockchains promised the best of both worlds. They delivered the worst. Centralized enough to be controlled. Decentralized enough to be slow. Private enough to exclude the public. Open enough to exclude real privacy. His solution: Don't rebuild. Retrofit. Add cryptographic proof to existing servers. Anchor to Ethereum. Done. The man who built Ethereum just told institutions: You don't need your own chain. You need ours.

Merlijn The Trader

459,653 görüntüleme • 3 ay önce

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 görüntüleme • 1 ay önce

Leavitt: The US is growing tired of this war. Enough is enough. Both sides need to recognize the reality on the ground and come to a peace agreement. President Trump’s patience and the patience of the American people is growing very thin…
1:43

Leavitt: The US is growing tired of this war. Enough is enough. Both sides need to recognize the reality on the ground and come to a peace agreement. President Trump’s patience and the patience of the American people is growing very thin…

Acyn

1,017,333 görüntüleme • 10 ay önce

Over 2,000 NVIDIA B300 GPUs are going live in a mega-cluster on Aethir's decentralized cloud very soon. ☁️ This is next-level infrastructure that unlocks access for the most ambitious AI workloads and use cases. 💻 Enterprise-grade GPU compute, ready to scale with your ambitions. ⚡️ Listen to Mark Rydon, our Co-Founder, explain the importance of Aethir’s B300 deployment.
0:32

Over 2,000 NVIDIA B300 GPUs are going live in a mega-cluster on Aethir's decentralized cloud very soon. ☁️ This is next-level infrastructure that unlocks access for the most ambitious AI workloads and use cases. 💻 Enterprise-grade GPU compute, ready to scale with your ambitions. ⚡️ Listen to Mark Rydon, our Co-Founder, explain the importance of Aethir’s B300 deployment.

Aethir

12,846 görüntüleme • 5 ay önce

The Future is now — introducing FundedNext Futures, a new opportunity for our traders to become a part of our trading revolution by trading Futures! From our platforms to our prices, we offer the best trading conditions and environment like always. So, sign up now and get up to 30% off on your first purchase!
0:40

The Future is now — introducing FundedNext Futures, a new opportunity for our traders to become a part of our trading revolution by trading Futures! From our platforms to our prices, we offer the best trading conditions and environment like always. So, sign up now and get up to 30% off on your first purchase!

FundedNext

31,282 görüntüleme • 1 yıl önce

1/ Inference-time policy steering lets robots imagine possible futures and pick the best one—but what if the best-looking future still feels wrong? In ViTaL, we argue that for contact-rich tasks, steering robots by using visual futures 👁️ 🌍 is not enough. Robots should also verify what they expect to feel 🤚🌍 as a result of their actions.
2:24

1/ Inference-time policy steering lets robots imagine possible futures and pick the best one—but what if the best-looking future still feels wrong? In ViTaL, we argue that for contact-rich tasks, steering robots by using visual futures 👁️ 🌍 is not enough. Robots should also verify what they expect to feel 🤚🌍 as a result of their actions.

Yilin Wu

19,487 görüntüleme • 1 ay önce

SemiAnalysis's Doug O'Laughlin predicts H100s go worthless once inferencing one model takes 100 of them saying it'll be better to "just let the old girl go" and get a B300, and says a B200 to B300 price gap would confirm it. "We talk about these new models. It's very clear to me that the old chips will become worthless." "You know, everyone's like, oh, the H100 is an appreciating asset. But at some point in time, it's going to take like 100 H100s to inference one of these models, and you're just like, dude, just let the old girl go." "Just get a B300 or, you know, a VR200 instead, right? That's my speculation, and we'll see, we'll obviously be writing notes about it." "But it's like the true confirmation of this trend is if there is a pricing divergence between B200 and B300."
0:35

SemiAnalysis's Doug O'Laughlin predicts H100s go worthless once inferencing one model takes 100 of them saying it'll be better to "just let the old girl go" and get a B300, and says a B200 to B300 price gap would confirm it. "We talk about these new models. It's very clear to me that the old chips will become worthless." "You know, everyone's like, oh, the H100 is an appreciating asset. But at some point in time, it's going to take like 100 H100s to inference one of these models, and you're just like, dude, just let the old girl go." "Just get a B300 or, you know, a VR200 instead, right? That's my speculation, and we'll see, we'll obviously be writing notes about it." "But it's like the true confirmation of this trend is if there is a pricing divergence between B200 and B300."

Fireside Alpha

31,952 görüntüleme • 13 gün önce

Use Neon and ClickHouse to get the best of both worlds: the flexibility of Postgres for transactions + the performance of ClickHouse for analytics With PeerDB, data streaming is simple 👇
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Use Neon and ClickHouse to get the best of both worlds: the flexibility of Postgres for transactions + the performance of ClickHouse for analytics With PeerDB, data streaming is simple 👇

Neon Postgres

11,422 görüntüleme • 1 yıl önce

"We are a selling club, but they will need to pay a lot of money" 💰 Thomas Frank on the futures of Brentford forwards Bryan Mbeumo and Yoane Wissa 🗯️
0:35

"We are a selling club, but they will need to pay a lot of money" 💰 Thomas Frank on the futures of Brentford forwards Bryan Mbeumo and Yoane Wissa 🗯️

Sky Sports News

468,461 görüntüleme • 1 yıl önce

INSIGHTS: Vitalik just said what the data already showed. For years banks said: we want blockchain. But not Bitcoin. Not Ethereum. We'll build our own. They did. Centralized enough to be controlled. Decentralized enough to be slow. Private enough to exclude the public. Open enough to exclude real privacy. The worst of both worlds. Vitalik's solution is simple. Don't rebuild. Retrofit. Add cryptographic proof to existing servers. Anchor to Ethereum. Done. - UBS already chose Ethereum. - BlackRock already chose Ethereum. - Franklin Templeton already chose Ethereum. - Europe is evaluating Ethereum for the Digital Euro. The man who built Ethereum just told every institution on earth. You don't need your own chain. You need ours. And one by one. They're all arriving at the same conclusion.
0:26

INSIGHTS: Vitalik just said what the data already showed. For years banks said: we want blockchain. But not Bitcoin. Not Ethereum. We'll build our own. They did. Centralized enough to be controlled. Decentralized enough to be slow. Private enough to exclude the public. Open enough to exclude real privacy. The worst of both worlds. Vitalik's solution is simple. Don't rebuild. Retrofit. Add cryptographic proof to existing servers. Anchor to Ethereum. Done. - UBS already chose Ethereum. - BlackRock already chose Ethereum. - Franklin Templeton already chose Ethereum. - Europe is evaluating Ethereum for the Digital Euro. The man who built Ethereum just told every institution on earth. You don't need your own chain. You need ours. And one by one. They're all arriving at the same conclusion.

Crypto Tice

151,167 görüntüleme • 3 ay önce

Everyone on the planet should know this. The “unprecedented harms” of Pfizer and Moderna Vaccines needs to be exposed. It needs to be brought to the light and people need to know the truth. Enough is enough is enough. Dr Aseem Malhotra talks to Joe Rogan.
0:23

Everyone on the planet should know this. The “unprecedented harms” of Pfizer and Moderna Vaccines needs to be exposed. It needs to be brought to the light and people need to know the truth. Enough is enough is enough. Dr Aseem Malhotra talks to Joe Rogan.

FRANKLY

126,383 görüntüleme • 3 yıl önce

Walk the line or jump the plank? Here's my thoughts on $ES / $SPY / $SPX futures, $NVDA, and $TSLA for this week. (8 minutes - I do not know how to do video editing, nor am I bothered enough to learn and I tried my best to keep it succinct.)
8:30

Walk the line or jump the plank? Here's my thoughts on $ES / $SPY / $SPX futures, $NVDA, and $TSLA for this week. (8 minutes - I do not know how to do video editing, nor am I bothered enough to learn and I tried my best to keep it succinct.)

Julia Cordova✨

38,011 görüntüleme • 1 yıl önce

A message from our CEO, Annanay Kapila QFEX is the first 24/7 no-broker trading exchange for equities, commodities, and FX. On QFEX, traders have direct access to markets, thereby removing the need for costly and manipulative brokers. Futures on traditional exchanges have fixed expiries and settle at maturity. Our futures never expire. We leverage perpetual futures, or perps: contracts without expiration that use funding payments to stay in line with the spot market. QFEX is built by traders with traders in mind. Our team comprises of quants from Citadel, Jump, Tower, Barclays, and Flow. We're building the ultimate trading platform, bringing fairer markets to CFD traders, deeper liquidity to crypto traders, and perps to professional traders. The future of futures is QFEX. QFEX will go live to the public in Q4 2025. Sign up for our waitlist now to get early access. Users will also receive volume-based referral rewards. TLDR; • Seamless 24/7 trading • Direct access: no brokers, no manipulation • Perpetual futures on traditional assets • Up to 30x leverage
0:58

A message from our CEO, Annanay Kapila QFEX is the first 24/7 no-broker trading exchange for equities, commodities, and FX. On QFEX, traders have direct access to markets, thereby removing the need for costly and manipulative brokers. Futures on traditional exchanges have fixed expiries and settle at maturity. Our futures never expire. We leverage perpetual futures, or perps: contracts without expiration that use funding payments to stay in line with the spot market. QFEX is built by traders with traders in mind. Our team comprises of quants from Citadel, Jump, Tower, Barclays, and Flow. We're building the ultimate trading platform, bringing fairer markets to CFD traders, deeper liquidity to crypto traders, and perps to professional traders. The future of futures is QFEX. QFEX will go live to the public in Q4 2025. Sign up for our waitlist now to get early access. Users will also receive volume-based referral rewards. TLDR; • Seamless 24/7 trading • Direct access: no brokers, no manipulation • Perpetual futures on traditional assets • Up to 30x leverage

QFEX

46,395 görüntüleme • 11 ay önce

🚀 Piebit Exchange is officially LIVE! The next generation of crypto trading begins today. Built for traders who value speed, security, and privacy — powered by advanced AI risk control. Welcome to the future of trading — welcome to Piebit. #Piebit #CryptoExchange #LaunchDay #futures #PerpetualFutures #Web3
2:03

🚀 Piebit Exchange is officially LIVE! The next generation of crypto trading begins today. Built for traders who value speed, security, and privacy — powered by advanced AI risk control. Welcome to the future of trading — welcome to Piebit. #Piebit #CryptoExchange #LaunchDay #futures #PerpetualFutures #Web3

PieBit

23,890 görüntüleme • 9 ay önce

TJR explains why Solana memecoin traders would dominate futures trading “Not only is your risk tolerance way higher than it already needs to be to beat the futures market but on top of that, you guys have already beat the psychological game that is so difficult to overcome when it comes to trading” “If they took their talents over to the futures market, it would be consistent gains that are no longer dependent on these mini market cap fluctuations” “They would be able to make way more money because they've already beat the psychological game” “I think they could transform into profitable futures traders within like a three to four month span, if not even less”
1:04

TJR explains why Solana memecoin traders would dominate futures trading “Not only is your risk tolerance way higher than it already needs to be to beat the futures market but on top of that, you guys have already beat the psychological game that is so difficult to overcome when it comes to trading” “If they took their talents over to the futures market, it would be consistent gains that are no longer dependent on these mini market cap fluctuations” “They would be able to make way more money because they've already beat the psychological game” “I think they could transform into profitable futures traders within like a three to four month span, if not even less”

Jack

432,215 görüntüleme • 25 gün önce