AI Compute Is Turning Into a Commodity. What Happens Next?
Older GPUs are holding their value, and rental prices for some chips are even rising as newer ones hit the market. Now Silicon Data, which tracks GPU rental prices and recently added Bank of America and Citi as investors, is working with CME on futures contracts that would let companies hedge the cost of computing power, much like airlines hedge jet fuel. Founder and CEO Carmen Li explains how GPU futures would work, why compute costs swing by location and chip, and how volatile prices could squeeze AI companies’ margins.
Silicon Data is a sponsor of Deirdre Bosa Live.
Timestamps
0:00 Why old GPUs are holding their value
0:46 How GPU futures would work
1:52 How AI companies buy compute
3:00 The jet fuel playbook
3:28 Why volatile prices squeeze margins
#AI #GPU #SiliconData
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