Bloomberg Examines GPU Depreciation and Push for Compute Futures Market
The segment discusses efforts to create a futures market for GPU compute power, potentially larger than oil, featuring an interview with Carmen Li of Silicon Data and Compute Exchange. It covers GPU lifespan, resale depreciation data triggered by Michael Burry's tweet on hyperscaler accounting, comparisons to older GPUs like L40S, and challenges in standardizing compute for derivatives trading. The sourcing centers on Li's company data and indices, with references to partnerships involving ICE, Ornn, and CME. The throughline is the rapid growth and volatility in AI infrastructure markets driving new financial products.
Source: Bloomberg Television