The Data Exchange with Ben Lorica
The Bloomberg Terminal for AI Compute
45 min•13 augusti 2026
Om avsnittet
Steve Hou, Head of Research at Silicon Data, joins Ben Lorica to unpack the data behind the AI compute market: GPU rental indices, forward curves, and token expenditure trends that reveal a market still tightening despite talk of oversupply.
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Detailed show notes and transcript, can be found on The Data Exchange web site.
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