David López Mateos

Founder and CTO: @ComputeDesk. Exited Pace to FLYR. Formerly VP Research at Winton, particle physics at Harvard and CERN (Higgs discovery). MIT/Caltech alumnus

[David López Mateos @SenorScience]

Futures will happen, because they are necessary. If the futures market takes longer to be approved by the CFTC, the OTC markets will flourish

[Andrawes @andrawesbahou]

@AnthropicAI to hedge compute.

[David López Mateos @SenorScience]

A composite token index basically hedges your exposure to random Chinese open models (Hy4preview, anyone?). But the mainstream financial media doesn't really want to use indexes, other than to fit the prevailing narrative.

[David López Mateos @SenorScience]

@lzminsky @CoreWeave Correction. @Architect_Fi used to list futures on Ornn’s indexes. Now it does on @ComputeDesk’s indexes. So will Nodal exchange

[Andrawes @andrawesbahou]

This means compute futures are about to EXPLODE.

My prediction, Nvidia B300 1-year reservations will go for $9/gpu/hr in March 2027. $7 dollars will feel like the cheap old days. Bookmark this.
@ComputeDesk

[Compute Desk @ComputeDesk]

The last thing you see before compute becomes a commodity @NotASithLord @andrawesbahou

Willing compute markets into reality at GTC Berlin
@ComputeDesk x @get_hydrahost

[Compute Desk @ComputeDesk]

Needless to say, the reason for the $DESKB300 gpu price ticker is exploding (We're calling it the "B300 Summer") is this. @Kimi_Moonshot, did this with KimiK3

[matthew sigel, recovering CFA @matthew_sigel]

Blackwell Ultra (B300) GPU rental prices up 17 consecutive days to a new all-time high, according to Compute Desk's index of verified transactions from U.S. neoclouds.

[David López Mateos @SenorScience]

@ComputeDesk @Kimi_Moonshot @Supermicro I think @zerohedge would find this interesting

[David López Mateos @SenorScience]

@zerohedge Good reasons to go all in. It's bringing in good demand for NVIDIA chips! https://t.co/XnsSPDqxFA

[Compute Desk @ComputeDesk]

Nvidia hardware is an appreciating asset, with B300 value up 40% in 3 months.

"The B300 Summer". In July, @Kimi_Moonshot released KimiK3, expanding B300 demand and value. By late September @Supermicro "Gold SKU" supply on 4-week lead time was depleted, triggering a continued value increase, with no sign of slowing down.

Residual value for Nvidia hardware is increasing.

@NVIDIAAIInfra @JensenHuang

[David López Mateos @SenorScience]

@dwarkesh_sp Open models are definitely helping the NVIDIA ecosystem: https://t.co/XnsSPDqxFA

[Compute Desk @ComputeDesk]

Nvidia hardware is an appreciating asset, with B300 value up 40% in 3 months.

"The B300 Summer". In July, @Kimi_Moonshot released KimiK3, expanding B300 demand and value. By late September @Supermicro "Gold SKU" supply on 4-week lead time was depleted, triggering a continued value increase, with no sign of slowing down.

Residual value for Nvidia hardware is increasing.

@NVIDIAAIInfra @JensenHuang

[David López Mateos @SenorScience]

Anybody who has been trying to find B300s intuitively knows this. But not everyone is involved in the physical market. DESKB300 index gives you insight that the players in the physical market already have. Compute, and specifically NVIDIA compute remains in a supply crunch.

[Compute Desk @ComputeDesk]

Nvidia hardware is an appreciating asset, with B300 value up 40% in 3 months.

"The B300 Summer". In July, @Kimi_Moonshot released KimiK3, expanding B300 demand and value. By late September @Supermicro "Gold SKU" supply on 4-week lead time was depleted, triggering a continued value increase, with no sign of slowing down.

Residual value for Nvidia hardware is increasing.

@NVIDIAAIInfra @JensenHuang

[David López Mateos @SenorScience]

@ComputeDesk @Kimi_Moonshot @Supermicro I told you so... https://t.co/vCPQ7tM127

[David López Mateos @SenorScience]

@andrawesbahou Godzilla is dumb. Good riddance

[David López Mateos @SenorScience]

The market as it is is not the market is it can and should be…

[Andrawes @andrawesbahou]

There's a misconception:

"a big compute market doesn’t imply a big hedge market. [...] a lot of capacity is locked into fixed-price deals."

The entire compute market today is *FULLY* hedged. Fixed-price deals ARE the hedge. But, it's a horrible *full* hedge.

Compute derivatives will replace the "offtakes" with instruments allowing a finer-grained control over risk.

Sellers hate offtakes, because they want to get better rates on riskier shorter-term rentals. Buyers also hate them, because they want flexibility.

Compute derivatives allow more risktaking and more flexibility. The reason there's a compute shortage is that risk-taking and speculation is not possible.

This is otherwise a fantastic article, thanks for the @ComputeDesk mention.

[David López Mateos @SenorScience]

We live for our customers!

[Andrawes @andrawesbahou]

Feedback from a customer who knows how hard @ComputeDesk goes for its customers.

[Compute Desk @ComputeDesk]

How do we know compute is a commodity ?
We track >500 GPU compute providers. Hyper-fragmentation is a hallmark sign of a commodity offering.
@ComputeDesk is making compute tradable.

[David López Mateos @SenorScience]

An inefficient market if there’s one. But they play an important role right now

[Andrawes @andrawesbahou]

Compute brokers making millions, connecting datacenter capacity with companies needing to host their GPU servers.

[David López Mateos @SenorScience]

@friedmandave Money is needed for the buildout to continue. That’s were the objection will end

[David López Mateos @SenorScience]

@andrawesbahou should do more podcasts. The microphone loves him

[Andrawes @andrawesbahou]

"Once upon a time there used to be hyperscalers".
I cover @ComputeDesk, our compute indexes (incl. $DESKH100), the wheeler dealer compute traders making millions, and the inevitable consequences of compute capital markets. Along with my friend @BrettHarrison of @Architect_Fi .

[David López Mateos @SenorScience]

This was such a fun format and ride. Are you confused about compute markets? Have a look and get your facts right

[Patrick Rooney @patrickrooney]

Great interview with @SenorScience of @ComputeDesk. He kicks it off strongly by calling compute a lot like electricity. @NodalExchange

The Knowledge: a snapshot of compute markets with David Lopez Mateos, Co... https://t.co/zARSgaWDxR via @YouTube