AIPublic data’s role in pricing GPU indices and compute futures
An SF Compute employee who joined from Lambda says there isn’t enough public data to price GPU indices and compute futures reliably.
TLDR
An SF Compute employee who joined from Lambda argues that reliable pricing of GPU indices and compute futures needs more public data. They say many neoclouds have favored big private deals and clusters that boost valuations over adding liquidity to the market and their public-cloud businesses. They ask whether vertical integration through a neocloud or a conventional derivatives market offers a better approach.
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Public data’s role in pricing GPU indices and compute futures
An SF Compute employee who joined from Lambda says there isn’t enough public data to price GPU indices and compute futures reliably.
TLDR
An SF Compute employee who joined from Lambda argues that reliable pricing of GPU indices and compute futures needs more public data. They say many neoclouds have favored big private deals and clusters that boost valuations over adding liquidity to the market and their public-cloud businesses. They ask whether vertical integration through a neocloud or a conventional derivatives market offers a better approach.