New GPU indexes to provide transparency into AI compute
Silicon Data, a company backed by DRW and Jump Trading, has launched its H100 and A100 indexes, providing transparency into the economics of AI compute.
They say irony is dead. But in the market for graphics processing units—a market worth around $65 billion today, expected to approach $300 billion by 2029, integral to nearly all industries, and dominated by a single company, Nvidia, which holds a 95% share—there’s a glaring problem in this hawkishly studied space: price transparency.
Don Wilson, founder and CEO of prop trading shop DRW, believes that compute is on its way to becoming the largest commodity in the world, which necessitates a
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