The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute has become the single biggest cost for anyone building AI products. But for all that spending, there still isn’t a straightforward way to put a price on compute — or for firms to hedge their exposure when the price changes.

Silicon Data just closed a $30 million Series A to change that. The startup aims to become the reference price for GPU rental and an index that a Wall Street futures contract would settle against. The company plans to launch its compute futures trading on the CME October 5th, pending regulatory approval.

On this episode of TechCrunch’s Equity podcast, Rebecca Bellan is joined by Steve Hou, head of research at Silicon Data, to discuss the health of the AI buildout, and why the data is telling a different story than the doom and gloom headlines about depreciating chips and stalled data centers.

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Chapters:

00:00 Intro

0:59 Futures contracts explained

4:01 Can GPU compute actually be a commodity?

7:10 Who’s really trading these: hyperscalers, AI labs, and market makers

14:32 Locking in prices to make data center debt easier to swallow

18:21 Inside the pricing data

20:25 The A100 mystery: why an old chip is still in high demand

22:56 Do GPUs depreciate as fast as everyone thinks?

23:20 Making sense of the Texas and New York data center pauses

25:40 What the futures curve says about where prices are headed

28:01 Silicon Data’s $30M Series A and what’s next

30:36 Outro

Well, maybe if you have the budget for it. CNET lead #wearables writer Vanessa Hand Orellana loves the new AI features for hitting the trails, but if you’re a serious athlete there are some drawbacks. Watch ⌚ the full episode on CNET.

Video Credits:
Host: Vanessa Hand Orellana
Scripted by: Vanessa Hand Orellana
Producer: Celso Bulgatti
Camera: Celso Bulgatti
Video Editor: Celso Bulgatti

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#galaxywatchultra2 #galaxywatch #samsung #smartwatch #healthtech

I tested its features, accuracy and battery life, and this is Samsung’s best watch yet. But it’s also the most expensive. Here’s who should splurge on the Ultra 2 and who’s better off with the Galaxy Watch 9.

You can find the products mentioned in this article linked below
Samsung Galaxy Watch Ultra2, Titanium Silver, 47mm
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Read more about the Samsung Galaxy Watch Ultra 2 on CNET.com:
Samsung Galaxy Watch Ultra 2 Review: Better Battery, Better Galaxy Watch

0:00 Intro
0:48 Galaxy Watch Ultra 2 Battery
1:16 Galaxy Watch Ultra 2 Processor
2:02 Galaxy Watch Ultra 2 Design
2:57 Trail Running with the Galaxy Watch Ultra 2
3:58 Diving with the Galaxy Watch Ultra 2
4:10 Galaxy Watch Ultra 2 Health Features
5:45 Galaxy Watch Ultra 2 Accuracy
6:21 Should You Buy the Galaxy Watch Ultra 2?

Video Credits:
Host: Vanessa Hand Orellana
Scripted by: Vanessa Hand Orellana
Producer: Celso Bulgatti
Camera: Celso Bulgatti
Video Editor: Celso Bulgatti
Thumbnail Designer: Zooey Liao

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#samsung #samsunggalaxy #galaxywatchultra2 #smartwatch #fitness