The Bloomberg Terminal for AI Compute

Steve Hou, Head of Research at Silicon Data, joins Ben Lorica to unpack the data behind the AI compute market: GPU rental indices, forward curves, and token expenditure trends that reveal a market still tightening despite talk of oversupply. Subscribe to the Gradient Flow Newsletter 📩 https://gradientflow.substack.com/ Subscribe: Apple · Spotify · Overcast · Pocket Casts · AntennaPod · Podcast Addict · Amazon · RSS. Detailed show notes and transcript, can be found on The Data Exc...