Oct 23, 2026

Buying GPUs Should Work Like Buying Stocks — Carmen Li, Compute Exchange

Carmen Li, CEO of Compute Exchange and Silicon Data, makes the case for treating GPU procurement like exchange trading. She covers the neutral, verified marketplace model, its reserved, forward, token and secondary server products, and the RFQ routing system. She then examines Silicon Data's forward curves for H100 and B200, the market's expectation of rising prices, and how used GPUs are holding value well above standard depreciation.

Aug 13, 2026

Why Old GPUs Keep Gaining Value

Steve Hou, Head of Research at Silicon Data, unpacks the data behind the AI compute market, revealing persistent tightness in GPU rentals and rising residual values, despite talk of oversupply. He discusses the methodologies behind their GPU price indices and forward curves, the evolving hardware landscape beyond Nvidia (including AMD, Cerebras, and TPUs), and trends in LLM token economics. The conversation also delves into the complex financial aspects of AI data center buildouts, the rise of specialized models, China's emerging AI hardware ecosystem, and the growing importance of power constraints and distributed AI infrastructure.