Silicon Data

Revolutionize compute markets through unparalleled data transparency, financial product innovation and market intelligence

[Silicon Data @silicondata]

🚨 Silicon Data is proud to be a founding partner of "Deirdre Bosa Live" with @dee_bosa, @YahooFinance's new daily show on AI and technology, launching today! 🥳

Every weekday at 4 pm ET, compute pricing joins the market close conversation.

In addition, our real-time GPU pricing and performance data will power the AI discussions throughout the show. Investors and operators will see the same data our customers rely on as AI infrastructure is covered as a market and compute as a new asset class!

Join the conversation on Yahoo Finance, YouTube, and the Yahoo Finance FAST channel.
https://t.co/OpRPsjRw8K

[Silicon Data @silicondata]

A few interview slots left at our @TomorrowXSummit booth (Austin, Nov 17–18) on GPU pricing and compute as an asset class. DM @stevehou , @carmenli , @lana_yaps or @dloku22 to secure yours.

[Phil Rosen @philrosenn]

Nvidia GPU rental prices have surged to record highs while AI token prices are collapsing.

That gap explains the AI trade.

I sat down with @stevehou of @silicondata to get in the weeds on frontier AI labs economics, whether the AI boom is sustainable, how investors should think about tokenomics, depreciation, and more.

Steve is one of the smartest researchers in the AI space today.

This conversation will make you think critically about where we are in the current market cycle.

TIMESTAMPS:

0:00 - Where are we in the AI cycle?
2:17 - GPU rental prices soaring
4:01 - AI frontier vs. flash models
7:18 - Falling token prices
9:20 - Jevons paradox
10:36 - The business of frontier AI labs
16:04 - What investors are pricing in
18:39 - Are valuations attractive?
21:05 - Where AI profits will accrue
25:20 - Bullish Nvidia?
26:49 - GPU depreciation
30:48 - What investors should worry about
33:41 - Is AI a bubble?
36:07 - Follow Steve

[Silicon Data @silicondata]

Two of the world’s largest banks are now Silicon Data investors.

Today we announce that Bank of America and Citi have joined our Series A round led by the Valor Atreides AI Fund, alongside CME Ventures, DRW, F-Prime, Samsung Next, VanEck, Further, Jump, Tectonic, Wintermute, Breed, Hack, Blank VC, Sancus Ventures and SoGal Ventures.

The completed round funds four areas:
- Benchmark pricing
- Performance measurement through SiliconMark
- Institutional market and alternative data
- Risk infrastructure for derivatives, insurance and credit markets

Thank you to every investor in this round.
Full announcement: https://t.co/bRK2A0sxYU

[Silicon Data @silicondata]

🚨 Read the latest blog from our head of research @stevehou on “crunch spread” and the implications for the economics of neoclouds and AI labs.
https://t.co/2BxtajiLr6

[Silicon Data @silicondata]

@macrotrends0204 Oversupply of the unconnected physical cards or connected GPU servers? Which “industry research”?

[Silicon Data @silicondata]

GPUs are melting. On-demand B200 index rose 1.9% to a new high of $6.97 on Nov 10 and H100 1.7% to a new high of $3.06; B300 ($7.68), H200 ($3.48) and A100 ($1.59) were unchanged, but hovered near ATHs and poised to follow. Recent price surges point to a clear demand inflection.

[Silicon Data @silicondata]

@J_Lee126 it's figurative

[APAC Compute @apaccompute]

Our first event since launch: Compute & Cocktails, a compute trading happy hour in Singapore this Thursday with @silicondata & @computeexchange – together with @carmenli and @peternoszek.

Come by if you're in town, and you trade compute, finance GPUs, or run capacity.

[Carmen Li @carmenli]

AI compute is becoming an asset class as important as energy and commodities. Efficient markets need transparency.
Proud that @silicondata is a founding partner of @dee_bosa’s new @YahooFinance show—our GPU pricing and performance data will help power it.
Deirdre Bosa Live premieres TODAY
Every weekday, 4–5 PM ET / 1–2 PM PT
Yahoo Finance · YouTube · Yahoo Finance FAST
AI is no longer just a technology story. It’s a capital markets story.
Congrats, Deirdre!

[Silicon Data @silicondata]

Come eat some 🇸🇬 black chili crab 🦀 and Hainan chicken rice 🍗🍚 and talk compute! 😋🤤

[Carmen Li @carmenli]

I am hosting a Compute Trading Happy Hour in Singapore coming Thursday.

Come discuss the most exciting new asset class — AI compute.

@silicondata × @computeexchange

GPU futures, hedging, financing… and the eternal question: “How many drinks before I tell you my real cost basis?”

Limited spots. Approval required.
https://t.co/GIxDJXz1hr

[TomorrowX Summit @TomorrowXSummit]

Silicon Data (@SiliconData) tracks the market for AI compute. At TomorrowX Summit, the companies building that compute take the stage.

Join Silicon Data at TomorrowX Summit in Austin, November 17-18.

Register at the link in the replies.

[Dylan Itzikowitz @ditzikow]

Yesterday was quite the day to talk compute markets at @spc NYC

@carmenli (@silicondata), @absurdistphil (Compute Trading Lead @jumptrading) & @brexton (Global Head Compute @ Cantor Group) & @unhedged21 of @eqxlabs
led a fire standing-room-only conversation

Clips soon 👀

[Silicon Data @silicondata]

Not sure who needs to hear this, esp after yesterday, but GPU rental rates are still unmistakably rising across the board. Whatever the stock market is nervous or fearful about is not about what’s happening right now but about the odds of what will happen in the next couple years (vs what’s been priced into expectations).

[Carmen Li @carmenli]

Double duty at #FIAExpo 2026 in Chicago!

Great experience representing both @computeexchange and @silicondata this year — from building the market infrastructure for compute trading to bringing transparency and benchmarks to this emerging asset class.

Incredible energy, conversations, and momentum across the industry. Thank you, FIA, for a great event!

[Don Wilson @drwconvexity]

Couldn’t agree more. Poor credit and risk management will result in numerous failures in the AI space. “WeWork-like” won’t do it justice. This can happen even as demand for inference explodes.

[Silicon Data @silicondata]

🚨@ArtificialAnlys and @silicondata are collaborating to bring market-based GPU pricing into Artificial Analysis’s independent benchmarks.

Silicon Data’s H100, B200 and B300 rental price indices are now integrated into Artificial Analysis as a component of its metrics. This lets users see performance results alongside what that compute costs to rent.

The data appears on:
https://t.co/sDDRIM9nfo

Silicon Data’s indices track rental prices for leading GPUs across cloud providers, updated daily.

“Our users and partners want to know how much agent work they can support per dollar of compute. Silicon Data’s rental price indices allow us to report a reliable value-for-money metric, updated daily as prices change.” said James Shore, Member of Technical Staff, Artificial Analysis.

“Speed is only half a benchmark. The other half is price, and now the two sit side by side.” said @stevehou, Head of Research, Silicon Data.

Coverage of additional hardware will be added as new indices launch.