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Revolutionizing GPU Markets with Carmen Li

Sep 17, 2025
Carmen Li, founder and CEO of Silicon Data, is challenging the GPU market with innovative real-time pricing indexes and risk management tools. In their conversation, she explains how these tools can enhance transparency, vital for financial services. Carmen dives into regional pricing dynamics and common market misconceptions, advocating for better data accuracy. She explores the future of AI technology, emphasizing its potential for disruption and long-term productivity gains. Discover insights that could reshape how the industry views GPU pricing.
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INSIGHT

Compute As A Major Commodity

  • Compute (GPUs) will be humanity's largest resource market in coming decades, surpassing energy markets.
  • Silicon Data builds transparency and financial tooling (indexes, benchmarks) to enable hedging and cheaper financing.
INSIGHT

Indexes Bridge Finance And AI

  • Indexes let financial firms hedge GPU price volatility like they do with oil or electricity.
  • Silicon Data published GPU indexes on Bloomberg and Refinitiv to bridge finance and AI infrastructure.
ADVICE

Separate Raw Trades From Index Settlements

  • Separate raw trade data from index settlement logic to avoid gaming.
  • Include real trades in alternative data but filter or adjust them before using in index calculations.
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