Compute Desk
@ComputeDesk
Capital Markets Infrastructure for Compute Traders
73 Following 1.2K Followers
Are you financing GPU infrastructure and looking for a backstop ? Get in touch to explore how we can structure one for you.
Every morning on a compute trading desk starts with working out which deals actually need you. With Compute Trader, your pipeline already knows: one's a contract away from closing, another's gone quiet for a week. Ask the agent what to chase, and whatever the deal needs gets done in the same thread.
Your desk's agent, in private beta:
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Day 2 at @Ai4Conferences in Las Vegas. Yesterday's lines wrapped the hall; this morning the mainstage opened with Geoffrey Hinton. The Compute Desk team is here through Thursday. If you rent, sell, or price compute, come find us.
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We are killing the compute "offtake".
ComputeConnect is growing, with 8 capacity providers onboarding and more in the pipeline. Built by Architect, @ComputeDesk, and capacity sellers/brokers, ComputeConnect is the first exchange-for-physical network linking cash-settled compute futures positions with actual capacity.
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Fink's describing the world's next great market. We're building it.
Compute futures almost live.
BLACKROCK CEO LARRY FINK SAYS A NEW ASSET CLASS IS COMING: FUTURES ON COMPUTE
"The United States is short power. We're short compute, we're short chips."
Fink sees shortages ahead across all three, plus memory. And he thinks the scarcity gets financialized: "I actually believe a new asset class will be buying futures of compute."
That is computing power described the way traders treat oil: a commodity scarce enough to hedge, price and trade. "We just don't have enough compute power right now."
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Almost time. Get pre-onboarded on @Architect_Fi to trade compute futures. GPU rates by @ComputeDesk
PRE-ONBOARDING FOR THE AMERICAN INNOVATION EXCHANGE IS LIVE. Sign up to trade Architect’s Nvidia GPU compute futures and options. Access the first US derivatives market for compute. Competitive margin, low fees, desktop/mobile/API access, block trades supported 🇺🇸
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Every neocloud today is its own broker, its own insurer, its own clearinghouse.
Not by strategy, by default: it sets its own price, eats counterparty risk, and holds price exposure for the life of the asset, because the financial layer that takes those jobs off its books is only now being built.
When it arrives, those jobs become companies.
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Lock in @ComputeDesk Hopper and Blackwell rates, with compute futures contracts, soon on @Architect_Fi.
GPU rental rates are up 5-10% so far in July (led by the newer gens).
Today we announce Compute Connect with our partners @Architect_Fi, and built on our Compute Clear infrastructure.
Compute Connect is an Exchange-for-Physical market. Neoclouds, AI companies, enterprises exposed to compute procurement and pricing risk will have a bridge between the physically-settled compute deals they are familiar with, and the cash-settled derivatives market familiar to financial institutions.
We will announce launch partners soon, and invite neoclouds, compute brokers, market-makers and traders to inquire at info [at] compute-index [dot] com.
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Announcing ComputeConnect: the financial industry's first exchange-for-physical network for compute. Convert cash-settled futures into provisioned GPU capacity through standardized, exchange-cleared contracts. Built in partnership with @ComputeDesk.
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Congratulations to @ComputeDesk partner @pluto_compute and to the @wintermute_t team on their first H100 OTC forward trade.
Pricing powered by @ComputeDesk
Wintermute executed its first compute forward referencing Nvidia H100 pricing
Compute is becoming a market of its own, with the tools to price and hedge it now starting to emerge
Daily GPU compute rates live from @Architect_Fi, ahead of imminent Compute Futures on AI Exchange. Tickers powered by @ComputeDesk. Reach out for hypergranular intraday feeds.
We’re publishing a new daily report comparing GPU compute prices, price changes, and volatilities across models, with data from @ComputeDesk, Bloomberg: CIBLKWUS, CIHOPUS
H100s, the oldest model with the largest install base, currently show the highest YTD rental price increase.
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. @Architect_Fi makes it incredibly intuitive to place trades on compute futures. Rates provided by @ComputeDesk indices.
Trade for size on the American Innovation Exchange. Negotiate bilateral block transactions and report as a single print, via voice or desktop or mobile. Multi-leg spread trades supported.
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"The suitability of the Hedge depends on the index."
@Architect_Fi compute futures powered by @ComputeDesk indexes.
The typical neocloud operator we speak to says some version of: “I’ve sold out 12 months of capacity on my H200 cluster, but I don’t know what compute prices will be in months 13-24.” Futures solve this, but the suitability of the hedge depends on the index. More below ↓
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Day 0 for Compute Desk. We're live with 3 GPU compute price indexes on 350,000+ Bloomberg terminals and landed on the desk of every CFO in the world.
Our ticker symbols:
◉ CIBLKWUS: Compute Index Neocloud Blackwell US.
◉ CIHOPUS: Compute Index Neocloud Hopper US.
◉ CIHOPEU: Compute Index Neocloud Hopper EU.
We are launching dozens more, tracking capacity, bulk contracted prices, exotic accelerator prices and inference dollar performance.
Get in touch now for the richest compute pricing datafeeds in the market. And keep an eye out for announcements over the next few days.
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