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Shanu Mathew
@ShanuMathew93
Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. Background in equity & credit markets, startups, & IB. Personal views NOT employers. NOT advice.
가입 June 2019
2K 팔로잉 중    36.3K 팬
Becoming more ways to hedge or take a view on AI beyond equities and CDS. The WSJ reports Jump has launched a compute desk, trading price gaps across providers and structuring OTC derivatives. An illustrative structure: a neocloud buys a put on GPU rental rates. The article cites B300 rentals at ~$7.56/GPU-hour; Jump could agree to buy compute at $4/hour if prices fall below that level, or settle in cash. That protects the provider against a collapse in rental revenue below the strike. Susquehanna is also fielding interest in compute-index puts from data centers and private neoclouds. Some want the protection to help secure financing from lenders. Alongside planned compute futures, this is starting to become a market. Hearing more trading firms are getting involved.
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