Episode Details

Steve Hou, Head of Research at Silicon Data, joins Ben Lorica to unpack the data behind the AI compute market: GPU rental indices, forward curves, and token expenditure trends that reveal a market still tightening despite talk of oversupply.

Subscribe to the Gradient Flow Newsletter 📩  https://gradientflow.substack.com/

Subscribe: Apple · Spotify · Overcast · Pocket Casts · AntennaPod · Podcast Addict · Amazon ·  RSS.

Detailed show notes and transcript, can be found on The Data Exchange web site.