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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.

GPU chip
Credit: Funtap

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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Waters Wavelength Ep. 338: BBH’s Mike McGovern

This week, Mike McGovern of Brown Brothers Harriman talks with Tony about the importance of open architectures and the need for better data management in this increasingly AI-driven world.

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