POPA ReconGPU compute lacks the forward curve and derivatives infrastructure that electricity developed over 30 years, forces expensive financing and…
GPU compute lacks the forward curve and derivatives infrastructure that electricity developed over 30 years, forces expensive financing and creates barriers to entry via bespoke bilateral contracts 2025 US AI Action Plan signals federal intent to build standardized spot/forward markets modeled on electricity, with early infrastructure (Ornn Compute Exchange, Silicon Data) emerging and full derivatives likely within 3-5 years (old post earlier this year) https://davefriedman.substack.com/p/compute-is-the-commodity-no-one-knows
The excerpt is quoted from a public Telegram channel, which owns its text.