@Overtime_io for anyone here who watches btc, been calling btc up or down every 15 minutes on @arctionapp all week. you can see the up/down split the whole round and it settles in usdc on arc
AI companies have a compute problem:
Sign a 12-month GPU contract.
Need it for only 3 months.
→ $30K/month still gets burned.
40% of your reserved capacity sits idle.
You’re locked into the contract.
→ Capital stays tied up.
@RaxFinance is building a marketplace for tradable compute capacity.
Have 9 months of H100 capacity left?
Monetize the unused portion.
Need compute for a shorter period?
Access available capacity without committing to a long-term contract.
Compute capacity shouldn’t have to sit idle.
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AI companies have a compute problem:
Sign a 12-month GPU contract.
Need it for only 3 months.
→ $30K/month still gets burned.
40% of your reserved capacity sits idle.
You’re locked into the contract.
→ Capital stays tied up.
@RaxFinance is building a marketplace for tradable compute capacity.
Have 9 months of H100 capacity left?
Monetize the unused portion.
Need compute for a shorter period?
Access available capacity without committing to a long-term contract.
Compute capacity shouldn’t have to sit idle.
A 1GW AI factory is being described as a $50B -a-year rental machine.
Jensen’s CNBC numbers make the unit economics clearer:
• ~$50–60B to build
�� ~$50B in annual rental revenue
• capital that can pay itself back on a very short cycle if utilization holds
That is why this is no longer just a GPU cycle.
It is power + chips + cooling + financing, packaged as a factory that sells compute by the year.
When the world’s largest compute company starts quoting AI factories in gigawatts and rental revenue, the asset is the factory itself.
Compute is becoming the scarce, cash-flowing layer underneath the entire AI buildout.
https://t.co/FTU9qT9Axv
2026: AI compute is becoming the next oil.
Just like crude oil has:
• Spot markets
• Futures contracts
• Regional benchmarks
@RaxFinance is building the same for AI compute:
• Collateralized lending (Vault)
• Trading marketplace
• Regional price index
Tokyo vs Mumbai: 2x price spread on GPUs
A trillion-dollar market is being born 🌱
Join the waitlist → https://t.co/0sXOt71OLm