Today I'm announcing APAC Compute.
Malaysia has ready-built data centers with untapped capacity. That’s where we’re starting.
We're making ASEAN a net producer of AI: trusted compute, together with governments and industry. https://t.co/69LkzduOt1
To build GPU capacity in Malaysia for the world’s frontier AI labs, lenders, operators and buyers have to trust each other. Last night we put them in one room with @silicondata and @computeexchange.
Thank you to everyone who came.
Learnings from Compute & Cocktails last night in Singapore:
Compute is a fast-moving market, and many are still finding their feet. That’s why we love getting people in a room together.
US export rules have ripple effects, so clarity, trust and transparency are the problems to solve. Malaysia is the frontier, and @apaccompute is pioneering there.
The market is maturing, with interest from commodities traders and market makers. @silicondata’s GPU index is the benchmark behind CME’s coming compute futures.
Everyone wants compute. Marketplaces like @computeexchange are making it easier.
Thank you to everyone for coming – the energy was amazing. @carmenli and @cindyleowtt are the best co-hosts.
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.
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.
Learnings from Pax Silica dinner on financing compute in Asia:
Banks, private credit, and infra investors all want high-quality compute in Southeast Asia. AWS, BSQ, Bullish, DBS, JLL, KKR, Macquarie, SemiAnalysis, Wintermute are engaged, and govt wants to see this happen.
The unlock is offtake from investment grade & near-IG customers.
@apaccompute assembles this – US-aligned sites, power, GPUs, financing – and brings that compute to US frontier labs.
Learnings from Compute & Caviar in Singapore:
In SF the constraint is allocation. In SEA GPUs are arriving faster than sites.
We brought together chips (Cerebras, SambaNova, AMD), clouds (AWS, Databricks, Firmus, GMI), data centres (STT GDC, TM Nxera), capital (EDBI, SemiAnalysis, Temasek).
What's missing is trusted access to land & power, and an operator layer that connects compute to frontier companies in SF. That's what @apaccompute is building.
This Thursday we're bringing the financing to the table. Reach out if you need compute, or are financing it.
h/t @EmbeddedLLM & Invictus for making last week happen.
Next Thursday we're bringing SF to Singapore. Caviar & bubbles to go with it.
Power, land, compute allocation on the table.
Inference platforms, neoclouds, chip makers, data centres, energy, capital in the room.
With @apaccompute – a Kaleidoscope Ventures dinner.
Next Thursday we're bringing SF to Singapore. Caviar & bubbles to go with it.
Power, land, compute allocation on the table.
Inference platforms, neoclouds, chip makers, data centres, energy, capital in the room.
With @apaccompute – a Kaleidoscope Ventures dinner.
In SF we hosted Compute & Caviar with @fastinference, @apaccompute and @aiplus_hq. On 1 October we're bringing it to Singapore – momentum in compute is shifting East.
Our main takeaways from the night: the chipmakers (SambaNova, Cerebras, d-Matrix, Etched), the clouds & labs (Fireworks, Prometheus, Sail Research, AWS, Exa), the smart money (a16z, SemiAnalysis, Theory, ICONIQ, Temasek) converged on 3 bottlenecks:
• Power
• Land
• Allocation
Asia is the frontier. That's why we're bringing everyone together in a few weeks. Lots to come from @apaccompute. DM me / @cindyleowtt if you should be in the room.