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Carmen Li
@carmenli
Duel CEO of Compute Exchange and Silicon Data, ex-Bloomberg, ex-DRW
256 Following    778 Followers
Congratulations to TSMC that all most all international fabs have turned profitable. The overseas pain period is over. Cash cow era begins.
Some big milestones — and some gratitude I want to say out loud. April 2024: Silicon Data was found to bring transparency and benchmarks to compute May 2025: we launched the world’s first GPU index. A real, rigorous benchmark in a market that had been operating in the dark. Today: we’re partnering with @CMEGroup to license our index for futures and options, with trading going live later this year. GPU compute is becoming a tradable asset class. Our index will sit at the center of it. But none of this is about the announcement. It’s about the people. To the @Silicon_Data team — you have poured your hearts into this. The data pipelines, the methodology — every line carries your fingerprints. The midnight engineering calls, week after week. The debates about edge cases that mattered to no one but us, because we knew they’d matter to everyone later. Rome wasn’t built in a day, and it wasn’t built by one person. It was built by people who showed up and cared about the work. That’s what we have here. I’m grateful beyond words. Kudos to every single one of you. Onward. 🫡
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