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Meet the startup helping Wall Street put a price on AI compute | Equity Podcast

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…

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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

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  1. @nepalivalevloger

    August 19, 2026 at 2:21 pm

    Nepali vale vloger hii

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Science & Technology

Neko Health raised $700M to scan your body. Is it worth it? | Equity Podcast

Spotify founder Daniel Ek’s Neko Health raised $700 million to build a business around scanning your body, but it’s not the only company centering its roadmap around a new kind of preventative healthcare. Midjourney is building its own body scanner, while Function Health has also raised significant capital to build out its preventative-health platform. Why…

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September 30, 2026

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Spotify founder Daniel Ek’s Neko Health raised $700 million to build a business around scanning your body, but it’s not the only company centering its roadmap around a new kind of preventative healthcare. Midjourney is building its own body scanner, while Function Health has also raised significant capital to build out its preventative-health platform. Why are investors betting so big on this category?

On this episode of TechCrunch’s Equity podcast, Dominic-Madori Davis talks with Farooq Abbasi, founder and general partner of Preface Ventures and an investor in Neko Health, about how Neko compares with other consumer-health startups. They discuss what has to happen for body scanning to become part of the broader healthcare system.

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

Chapters

00:00 Intro

1:44 From Spotify to Neko Health: the pitch that got him investing

6:22 Why preventative care is so hard to access

8:23 Inside a Neko scan

12:03 Scaling from Sweden to the world (sorry, not SF yet)

14:20 The dark side of VC-backed health: subscribers, not patients

19:14 Open Evidence and the rise of vertical AI in medicine

22:00 IPO or bust? What “winning” looks like in healthcare

24:12 Outro

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Bloomberg Technology

CoreWeave CEO on New AI Products, Computing Demand

CoreWeave CEO Michael Intrator discusses the launch of Forge, a new suite of development tools designed to help clients train and improve AI models, as the company seeks to broaden its offerings beyond the “neocloud” label. He speaks with Ed Ludlow on “Bloomberg Tech” during the company’s first large-scale user conference in San Francisco. ——–…

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September 30, 2026

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CoreWeave CEO Michael Intrator discusses the launch of Forge, a new suite of development tools designed to help clients train and improve AI models, as the company seeks to broaden its offerings beyond the “neocloud” label. He speaks with Ed Ludlow on “Bloomberg Tech” during the company’s first large-scale user conference in San Francisco.
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CNET

OpenAI Dev Day 2026: Everything Announced in 15 Minutes

OpenAI’s annual Dev Day 2026 introduced dots, which are AI agents within ChatGPT that can execute tasks on your behalf and even answer phone calls and text messages. CEO Sam Altman also introduced a faster and more powerful model called GPT-6.1 Sol for professional coding and work applications. Read more about OpenAI on CNET.com: OpenAI’s…

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2 days ago

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September 29, 2026

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OpenAI’s annual Dev Day 2026 introduced dots, which are AI agents within ChatGPT that can execute tasks on your behalf and even answer phone calls and text messages. CEO Sam Altman also introduced a faster and more powerful model called GPT-6.1 Sol for professional coding and work applications.

Read more about OpenAI on CNET.com:
OpenAI’s Latest Personal AI Agents Have a Cute Name and Never Stop Working

Timecode Chapters:
0:00 Introduction & Codex Updates
0:22 Introducing AI Agents: Dots
1:18 How Dots Delegate & Automate Work
1:37 ChatGPT Space: Team & Agent Collaboration
3:06 Live Demo: Dots in Action
4:15 Hands-Free Catchup & Voice Features
4:53 Live Demo: Working inside ChatGPT Space
6:04 Integrating Dots into Slack & Workflows
7:56 Specialist Dots & Enterprise Availability
8:52 Launching GPT 6.1 Soul & UltraFast Speed
10:14 Decisions API & Luna Model
10:55 Codex in the Cloud & 3D Interactive World Demo
12:23 Refreshed Codex CLI & Real-time App Building
13:38 Autonomous Browser Control & Robotics Demo
13:51 OpenAI Marketplace Launch & Wrap-up

Video Credits:
Host: OpenAI
Scripted by: OpenAI
Producer: OpenAI & Jonathan Gomez
Camera: OpenAI
Video Editor: Jonathan Gomez
Thumbnail Designer: Tharon Green

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#openai #samaltman #ai #artificialintelligence #superintelligence #chatgpt #aiagents #aiagent #dots

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