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The Bloomberg Terminal for AI Compute
About this Episode
Steve Hou, Head of Research at Silicon Data, joins Ben Lorica to unpack the data behind the AI compute market: GPU rental indices, forward curves, and token expenditure trends that reveal a market still tightening despite talk of oversupply.
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Detailed show notes and transcript, can be found on The Data Exchange web site.
Hosts & Guests
No transcript available for this episode.
