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🚀 4D Labs Season 1 is live.
🧭 Explore tasks.
📍 Check in at landmarks.
🤝 Bring your community.
Built around participation. Driven by contributors.
Enter S1 ↓
https://t.co/J1QpCOuAEh
#4DLabs#PhysicalAI#EmbodiedAI
Why compute pricing lacks regional benchmarks:
Observation 1: Massive regional spreads
Same H100 card, wildly different economics across markets
Not 10-20% differences — we're seeing 2-3x spreads
Driven by: power costs, export controls, demand concentration
Observation 2: No one publishes regional clears
Cloud marketplaces show listing prices (not actual trades)
Real contracts are confidential bilateral deals
Lenders can't price risk without a settlement benchmark
Observation 3: This is exactly where electricity was in the 1990s
Before ISOs started publishing Locational Marginal Prices
Before you could hedge regional basis risk
Before financing could scale
RAX is building the missing layer: regional price discovery for compute.
Not because it's novel (electricity solved this 30 years ago)
But because compute is $180B annual spend with zero pricing infrastructure in Asia/MENA.
That's the gap we're closing.
The compute market is at the stage where:
• Electricity was in the 1990s (before deregulation)
• Oil was in the 1950s (before posted prices → spot markets)
• Carbon credits are today (trading exists, but fragmented)
We're watching commodity infrastructure form in real-time.
What we're building: https://t.co/atMVIN7M2v
$40B, just to buy the chips.
SpaceX is lining up Apollo-led financing for Nvidia capacity: about $10B in bank loans and $30B in investment-grade debt, aimed at Vera Rubin.
It is a compute purchase large enough to be financed like infrastructure.
Power, land, and chips are now the constraint.
The market is underwriting the factory, not the demo.
Via @wallstengine
To everyone who’s been waiting with us — we hear you. 🤍
We know many of you have been on the Waitlist for a while, and we truly appreciate your patience.
We’re now moving deeper into ComputeFi, with discussions already underway for our first batch of idle compute partnerships.
And yes — your community points still matter. Holding an NFT will not only come with its own benefits, but also boost your community points.
We’re getting closer, and there’s more to share soon!
Thank you for staying with us!
We’re building this with you!
Three things every commodity market needs:
1. Fungible units
Gold: 1 oz = 1 oz anywhere
Compute: every contract is unique ❌
2. Price transparency
Oil: WTI, Brent published daily
Compute: real deals are confidential ❌
3. Tradeable infrastructure
Electricity: day-ahead markets exist
Compute: can't resell a signed contract ❌
That's the gap we're closing.
More on commodity formation: https://t.co/atMVIN7M2v
Compute capacity is shifting east.
East Asia: Semiconductor and data centre expansion
Southeast Asia: Power + connectivity advantages
India: Scale + cost efficiency
MENA: Capital meets ambition
Infrastructure is growing fast.
But pricing transparency? Still catching up.
Building a more transparent and accessible compute market is exactly what @RaxFinance is working toward.
Compute is being contracted like capacity, not bought like hardware.
Oracle is selling Tencent access to ~100,000 advanced chips over 5 years, about $7B, with ~30% paid upfront.
Broadcom is lining up as much as $42B of financing against Anthropic’s multi-year compute commitment.
Nebius is buying inference tech so GPUs spend less time idle.
That is the real market:
power, chips, utilization, and who is willing to prepay for the output.
The scarce layer is still compute.
The listed price is not the traded price.
Public marketplaces show H100 at $3.25/hr.
Real year-long contracts clear at $2.10–2.70.
Why the gap?
Bilateral negotiations are confidential.
Nobody publishes what actually traded.
Price discovery needs transparency.
🔗 Join the Waitlist: https://t.co/LuaHr8A0uT
#4 AI MATRIX
🤖 Entering the Matrix! Secured the #4 AI MATRIX fragment from my latest @RaxFinance unboxing.
Who else is collecting these fragments? LFG! 📈
https://t.co/1HYKMqGhal
#RaxFinance#AI