AI compute futures market
https://pitchbook.com/news/articles/anthropic-private-credit-ai-infrastructure-compute-futures
wow HOW could this POSSIBLY go wrong
phrases you don't expect to see in sober financial markets: "a lot of the bag holders, so to speak,"
let none mistake this for an opportunity to speculate on volatile nonsense
@davidgerard
"GPU-as-a-commodity bulls are making some bold assumptions that are open to debate. Critics counter, for example, that compute hardware lacks the degree of interchangeability and standardization needed for a liquid commodity market."
Yes, among other things.
Am I the only one getting that 2006 deja vu?