Don Wilson(@drwconvexity):A big week for @Silicon_Data — and two strong signals of how quickly compute is growing in importance. Its partnership with @CMEGroup to bring compute futures to market demonstrates the demand for tools for price discovery and managing risk. And with its $30.5M Series A, Silicon Data is well positioned to deliver the infrastructure and tools needed to keep pace with this rapidly developing market. Huge credit to @carmenli and her team. https://t.co/5WhGSUkKCv From a macro perspective, investment in ‘compute refineries’ is far outpacing investment in traditional refineries, which is another sign that my forecast of more dollars per year spent on compute than oil is coming closer to fruition (and maybe even more quickly than my 10 year prediction!).

2026.08.12 16:06

A big week for @Silicon_Data — and two strong signals of how quickly compute is growing in importance. Its partnership with @CMEGroup to bring compute futures to market demonstrates the demand for tools for price discovery and managing risk. And with its $30.5M Series A, Silicon Data is well positioned to deliver the infrastructure and tools needed to keep pace with this rapidly developing market. Huge credit to @carmenli and her team. From a macro perspective, investment in ‘compute refineries’ is far outpacing investment in traditional refineries, which is another sign that my forecast of more dollars per year spent on compute than oil is coming closer to fruition (and maybe even more quickly than my 10 year prediction!).