Mayankonchain

Engineer · Founder · Builder
Building at the intersection of AI, Web3 & Technology.

[Mayankonchain @maayankyadav07]

@RemotejobWtessy Im interested

[Mayankonchain @maayankyadav07]

I'm hacking at #HackMeridian26 🛠️ Sun 25 – Mon 26 Oct at Warehouse ONE16, Lisbon. Building: A hybrid crypto wallet that combines the security and control of self-custody wi. Free hackathon by @BuildOnStellar × @GuavaGlobal. See you there! https://t.co/8Aip3SCRPH

[RAX Finance @RaxFinance]

What is an hour of AI compute actually worth?

Not all compute is priced the same.

The value of AI compute changes based on:
• GPU model
• Location
• Availability
• Demand

As AI infrastructure scales, transparent price discovery becomes essential.

That’s the market infrastructure RAX is building.

[RAX Finance @RaxFinance]

Hot take time:

AI compute should be priced like:

A) Oil — global commodity, single benchmark (WTI/Brent model)

B) Electricity — regional grid, locational pricing (LMP model)

Reply with A or B + your reasoning.

We're clearly Team B (hence building regional indices), but curious what you think.

Especially want to hear from folks who disagree 👀

[Peng @pengsonal]

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[RAX Finance @RaxFinance]

Friday check-in 👋

What’s caught your attention in AI compute this week?

A new GPU, a data centre trend, or the future of ComputeFi?

We’re curious what the Rax community is following. Drop your thoughts below 👀

[RAX Finance @RaxFinance]

Compute is being planned on a multi-year horizon.

Chipmakers are already securing EUV tools for 2029 and 2030.
ASML says customers are asking for more machines every day, even as 2027–2028 capacity expands.

The industry is locking in the manufacturing base for the next wave of AI capacity years in advance.

Via @wallstengine

[RAX Finance @RaxFinance]

📊 Open question for the compute market:

By the end of 2027, what % of APAC third-party GPU capacity will be traded on secondary markets rather than remain locked in long-term contracts?

We’re talking about neoclouds and independent operators, excluding hyperscaler self-use. Secondary trading includes unused or residual contracted capacity changing hands.

Our working hypothesis: 15–25%.

Why?
• Multi-year take-or-pay contracts still dominate, with limited early-exit options.
• Secondary trading is emerging, but liquidity, standardisation, and counterparty trust are still developing.
• As market infrastructure matures, more unused capacity could find a second buyer.

What’s your prediction, and why? 👀

Let’s revisit this in 12 months and see who got closest.

[🇦🇪 Sheikh Mansour الشيخ منصور @alMansourQasimi]

أنا أوظّف!!!! 🇦🇪

أبحث عن متحمسين للويب 3 للانضمام إلى فريقي في مشروع جديد

الراتب: 200$ - 350$ أسبوعيًا

مهتم؟

قدّم الآن: https://t.co/uiULmOABwy

[RAX Finance @RaxFinance]

Scenario:

You sign a 12-month GPU contract for $2.5/hr.

3 months in:
• Your project pivots and needs a different region
• Your original contract still has 9 months left
• You're locked in, paying $216K for ~13 GPUs you can't use

What would you want?

A) Transfer the contract to someone else
B) Redeem it for other compute (different region/model)
C) Eat the cost — that's business
D) Something else? Tell us below.

💬 Reply with your choice + RAX Finance Waitlist address.
🎁 We’ll reward great answers with 5 Unboxing Opportunities!
🔗 https://t.co/blgzDVUsow

[Mayankonchain @maayankyadav07]

@RaxFinance Redeem it for other compute
0x8b99d1ace44d52659bbe65f7f4c7f5d59afc2b7e

[RAX Finance @RaxFinance]

Why regional compute pricing matters: the financing gap no one is talking about

AI infrastructure spend is exploding — but ownership structures differ sharply by region, and that gap is showing up in financing costs.

[Mayankonchain @maayankyadav07]

@dac_chain i have joined mainnet you my code to get access
LC-ZAP3-GFVA-H8ZG
LC-2TGA-3RBT-AN2Y

[RAX Finance @RaxFinance]

Exactly.

The bottleneck is connecting power, construction, equipment, and cloud capacity on one timeline.

The suppliers and operators determine whether a site gets built quickly or stays stuck in the queue.

Compute capacity creates most of its value only after it’s online and serving demand.

[RAX Finance @RaxFinance]

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.

[RAX Finance @RaxFinance]

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

[RAX Finance @RaxFinance]

$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

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[RAX Finance @RaxFinance]

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

[Mayankonchain @maayankyadav07]

@JobFound5 intrested