Where Capital Meets Compute(@WCMC_Podcast):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.

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.

가입 August 2026

7 팔로잉 중 46 팬

Where Capital Meets Compute@WCMC_Podcast

2026.09.08 12:00

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.