Where Capital Meets Compute
@WCMC_Podcast
How compute gets priced, financed and built beyond the hyperscalers. Hosted by Kony K., a conversation with the industry leaders building & financing AI infra.
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New episode of Where Capital Meets Compute: Alex Yeh @alex_yehya, founder and CEO of GMI Cloud @gmi_cloud, on why his own GPUs are worth more today than what he paid for them, the opposite of the depreciation story most people expect.
We get into the Marriott model behind how GMI operates across US and Asia, why power has replaced chip supply as the industry's real bottleneck, and what it actually takes to make compute a genuinely financeable asset.
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"We don't think anything is important unless the data tells us that way."
Carmen Li @carmenli , CEO of @Silicon_Data and Compute Exchange, on how she turns wildly different GPU specs into one clean price index, no assumptions, just what the data actually shows.
Full episode available now.
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