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Every major technology wave creates new forms of infrastructure.
The internet created data centers.
Mobile created cloud infrastructure.
AI is creating demand for computational capacity.
GPUs, energy, and data centers are becoming critical inputs of the AI economy.
The next financial markets may not only trade assets.
They may trade access to the infrastructure powering them.
A permanent framework is moving closer.
When the rules get clearer, capital usually gets more comfortable showing up.
The RWA ecosystem stands to benefit most if that shift continues.
Via @a16zcrypto
Compute and energy are becoming increasingly inseparable.
Every additional AI workload requires more than GPUs.
It requires electricity, cooling, networking, and physical infrastructure.
As AI demand grows, access to reliable power may become just as important as access to compute capacity.
In the AI economy, megawatts and megaflops are becoming two sides of the same equation.
AI compute is not priced by hardware alone.
The economics depend on a combination of:
• GPU supply
• Workload demand
• Utilization
• Energy costs
• Capital efficiency
As AI infrastructure scales, understanding these variables becomes increasingly important.
Because the next compute opportunity may not be about owning more GPUs.
It may be about understanding where demand is heading.
More GPUs don't always mean more compute.
Utilization matters.
A data center running 10,000 GPUs at 30% utilization has very different economics from one running the same fleet at 80%.
As AI workloads evolve, the value of compute will increasingly depend on:
• GPU utilization
• Workload demand
• Energy costs
• Hardware efficiency
Compute capacity tells us what exists.
Utilization tells us how much of it is actually being put to work.
🎁 The GPU Price Prediction Bonus Challenge is live!
Starting August 20, we’ll have 12 prediction rounds running through August 31.
Think you can beat the GPU market?
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Keep predicting. Keep improving.
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