Former head of strategic alliances and enterprise data at Bloomberg, now building independent GPU compute benchmarks and partnering with CME on futures.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Silicon Data is becoming the independent referee for AI compute pricing, partnering with CME Group to launch GPU futures on October 5, enabling neoclouds and compute consumers to hedge price volatility; proprietary data shows GPU prices stable after 20% rise, with older chips retaining residual value.
CME Group is launching GPU futures contracts on October 5 using Silicon Data's benchmarks, creating a risk management layer for neoclouds and compute consumers to hedge price volatility without physical delivery.