Perspectives
Essays on compute markets, infrastructure, and capital.
The Financialization of Compute
Essay / Draft
Compute should move to the people who value it most. A market for standardized capacity can connect the resources available today with the infrastructure needed tomorrow.
Further reading
Essays
- Read
Why Transferable Compute Contracts Matter
Essay / Draft
A compute commitment should adapt when a buyer’s needs change. Transferable contracts give existing capacity a next buyer and future capacity a stronger reason to be reserved.
- Read
How Forward Compute Could Finance AI Infrastructure
Essay / Draft
Future demand can finance future supply. A market for forward compute can bring more buyers into that process and give providers new ways to fulfill or retire their commitments.
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