Evan Conrad

CEO of SF Compute and expert in data centers and AI infrastructure, focused on creating a spot market and financial products to make GPU clusters tradable and financeable.

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Nov 12, 2025 • 39min

The Hidden Industry Powering Every AI Company

Evan Conrad, CEO of SF Compute, is an expert in AI infrastructure and data centers. He discusses the transformation of GPU clusters into tradable commodities to combat credit risk and volatility in AI finance. The conversation covers the challenges of financing GPU deals, U.S.-China competitiveness in power capacity, and regulatory hurdles. Evan also shares insights on the future of compute infrastructure, predicting groundbreaking advancements by 2050, including self-driving vehicles and innovative delivery systems.

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