Meet the startup helping Wall Street put a price on AI compute
Meet the startup helping Wall Street put a price on AI compute
认识这家帮助华尔街为 AI 算力定价的初创公司
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.
人工智能的建设热潮丝毫没有放缓的迹象。随着每年数千亿美元投入到数据中心和 GPU 中，算力已成为任何构建 AI 产品的人面临的最大成本。然而，尽管投入巨大，目前仍缺乏一种直接的方法来为算力定价，企业也无法在价格波动时对冲其风险敞口。
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.
Silicon Data 刚刚完成了 3000 万美元的 A 轮融资，旨在改变这一现状。这家初创公司致力于成为 GPU 租赁的参考价格，并建立一个可供华尔街期货合约进行结算的指数。该公司计划在获得监管部门批准后，于 10 月 5 日在芝加哥商品交易所（CME）推出算力期货交易。
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.
在本期 TechCrunch 的《Equity》播客中，主持人 Rebecca Bellan 邀请了 Silicon Data 的研究主管 Steve Hou，共同探讨人工智能建设的健康状况，以及为什么数据所呈现的情况与那些关于芯片贬值和数据中心停滞的悲观头条新闻截然不同。
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.
欢迎在 YouTube、Apple Podcasts、Overcast、Spotify 及所有播客平台订阅《Equity》。您也可以在 X 和 Threads 上关注 @EquityPod。