There’s a scenario where some major AI solutions become irrelevant because of the inability to dynamically trade/hedge their compute costs. Compute gets commoditized, develops a real forward curve, and now one of AI’s largest input costs becomes a volatile asset to be HFT’d. Fast forward and the winners may not be the ones with the best models – but the ones with the best infra for pricing and trading. The @CMEGroup announcement on GPU compute futures starting to make a lot more sense…
Robert SagsShare
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