yuansong98

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  1. GPU leases have become massive price bets. To meet surging demand, companies are signing multi-year GPU contracts but this also means they're taking on serious duration risk in the process. Over the next 3 to 5 years,…

  2. Hey we are Computable. We spent years building trading infrastructure at Jump Trading and Coinbase. From that point of view, compute looks like energy markets before 2000: everything trades through private bilateral…