-
Tweets18
-
Followers939
-
Following11
-
Likes8
@Oracle has sent a force majeure notice on Project Jupiter, the 2.45GW Stargate campus in New Mexico, per Bloomberg. Oracle says it's on schedule. Its credit is trading like it isn't. Read-through for compute: 1. The binding constraint is increasingly power, permits and politics, not chips. 2. Capacity already built and energized gets scarcer. GPUs in the ground are worth more. 3. A take-or-pay is only as firm as its delay and termination clauses. Every one gets re-underwritten. What's missing: a standard contract, an independent price for compute, and a way to hedge it. That's exactly what we're building at Liquid Compute. bloomberg.com/news/articles/…
H200 rental rates have climbed back to where they stood at launch, even as Blackwell-generation B200s and B300s come online at scale. This is a clear signal that demand for compute is outpacing supply across every generation, and that prior-generation hardware is holding its value far better than most depreciation models assumed. For anyone buying, selling, or financing GPUs, it's a reminder that compute pricing is less about the chip on the spec sheet and more about who has capacity available when it's needed. lnkd.in/dh5QM2Wx
Special thanks to @LHVGarcia for his coverage of our launch yesterday in the @WSJ wsj.com/pro/private-eq…
Formally announcing our $15m seed round!
I’m excited to share that today @liquidcompute emerges from stealth with a $15 million seed round. We are announcing pending applications before the CFTC for Designated Contract Market (DCM) and Derivatives Clearing Organization (DCO) status to build the first regulated
Our latest piece at @liquidcompute discusses the term structures that impact how GPU capacity trades today. Please feel free to reach out or leave a comment if you would like to discuss! x.com/i/article/2094…
We spent the last few months talking to credit investors about financing GPU fleets. Four questions came up in nearly every conversation: 1. What does the market actually price? 2. Is there a secondary market for the hardware? 3. How do you tell good offtake from bad? 4. What does the depreciation curve look like? No document answered them, so we wrote one. Investing in the Middle Market for Compute covers the segment below the hyperscale tier, where the borrower is a real operating business and the offtaker is not investment grade. The core finding is that capital is not the scarce input here; bankable offtake is. Operators routinely hold term sheets they cannot draw because the layer beneath the debt is unfilled. It also covers the down payment gap that kills deals, how the market views obsolescence, and why recovery in this asset is a distribution problem. Plus observable pricing from our own book and the security package items operators will actually give you. If you'd like a copy, shoot us a message and we'll send it over.
BREAKING: AI-driven electricity demand is projected to reach 315 GW globally by 2033 up more than 1,100% from 2025.
Great working with @wintermute_t to advance the commodification of compute. If you’re an AI lab, neocloud, or speculator looking to trade OTC, shoot me a dm.
Wintermute executed its first compute forward referencing Nvidia H100 pricing Compute is becoming a market of its own, with the tools to price and hedge it now starting to emerge
The same H100 trades at different prices across three markets. Guaranteed on-demand, August 24, 2026: - Hyperscaler $10.53 / GPU-hr - Neocloud $3.73 / GPU-hr - Marketplace $3.01 / GPU-hr That is not a wide bid-ask. It is three products sharing a chip name. Price, tenor, prepayment, fabric, tier and delivery still move together. Two offers at the same headline rate can differ by twenty percent in economic terms. The hyperscaler to marketplace gap on this print is more than 3x before those fields are even negotiated. Until the description is standard, buyers cannot rank quotes, sellers cannot lay off the book, and lenders have nothing to mark. Source: CCIR
Startups buying long-term compute get asked for 20–30% down. On a 16-node B300 cluster, ~$13.5M over 3 years, that's a $4.5M down payment. We're partnering with lenders to finance that prepayment. Buying compute or looking to originate? lnkd.in/emggdy3g
This week, Nvidia CEO Jensen Huang decided to change tack: He went public this week with the effort, saying a group of firms including Goldman and Blackstone are aiming to collectively finance AI computing deals totaling $500 billion. bloomberg.com/news/articles/…
May: $3.1B GPU-backed loan, 6x book, priced tighter. July: same issuer, same structure, flexed 150bps wider with covenants attached. Not a repricing of risk. A change in who sets terms, inside one quarter. ronitjain2.substack.com/p/public-ai-cr…
The race for compute is driving the biggest data center buildout in history, and it's all still done by hand. For the past few months as a part of the YC S26 cohort, @apai253 and I have been tackling this problem. Today, we are excited to launch @ProprioRobotics. At Proprio, we are building the physical automation layer for data centers. Our robots assemble, maintain, and tear down server infrastructure, harvesting reusable components along the way to tackle material shortage. Welcome to the future!
full odd lots episode here: podcasts.apple.com/us/podcast/the…
Mamba (⬜️, ⬛️... @dlebro5213
204 Followers 2K Following
Luminarc @luminarc_crpt
15 Followers 356 Following
Dave (whale)🐋 @Defiwhale01
850 Followers 6K Following looking for the next 100x Owner of https://t.co/QdjsnSsE0R
Osakeavaruus @osakeavaruus
131 Followers 171 Following
Igor Holt @holt_igor
2K Followers 7K Following ʞ Ɒ Genesis Conductor | Thermodynamic AI orchestration η_therm · S-ToT · Diamondnode · Landauer Context Principal Investigator, Kovach Enterprises
Karim AbdelMawla @AbdelmawlaKarim
492 Followers 3K Following Senior Digital Asset Researcher @21shares But also an electronic music lover who spins disco-tinged, dark and groovy house🕴🏽
UNSEEN TREASURES @UNSEENTREASURES
706 Followers 7K Following MY TWEETS ARE NOT INVESTMENT ADVICE. KASPA $KAS Canton Network $CC Bittensor $TAO
Sam Hesketh @SamHesk92
2 Followers 63 Following Senior Consultant at Generative - Securing the first Engineers at generational AI companies
cipher maid @ciphermaid
5K Followers 2K Following Running a digital assets-based HFT firm | Privacy is a right | Self-custody is freedom | Anon, but verifiably human.
Eliza @redacted7777
22K Followers 5K Following BD @luminexio | Marketing Your Favorite projects | Lead Team @DebaucheryKEK Multichain Enjoyer 💸 Discord: Redacted7777
Yusuf Mengüllüoglu @YusufMengl37522
89 Followers 299 Following
avivg @avivg16374
8 Followers 39 Following
Vazeer Holdings @VazeerHoldings
13 Followers 445 Following Empowering you to take control of your assets securely and transparently.
Joaquin @joaquinfast12
173 Followers 2K Following Inference by day, NLH by night. Coffee, music and funky lamps enthusiast. The only way out is through.
XZxzXZxz @XZxzXZxzpejy
36 Followers 443 Following
Rebecca Janetta @JanettaReb43241
8 Followers 244 Following
Silvio @SilvioBusonero
2K Followers 1K Following crypto, markets and hot takes | @blockworksadv | built stuff before
max based @baseddesigner
2K Followers 3K Following https://t.co/BH2IDyzBiG soulful product designer, rejecting corposlop, pursuing freedom, building value ↑
Russell Mok @still_water8
32 Followers 791 Following
casslin @thulynnn
4K Followers 2K Following Macro, Economy, History, Equity, AI, Robotics, Quantum, Space Tech, FinTech, Food, Longevity, wing chun, life in Asia
friend of a friend @tworemoves
0 Followers 6K Following
Shadowlisk @Fattylisk
31 Followers 515 Following tech investors trying to buy high and sell low…. only pigs get slaughtered let’s ladder
Murilo Freiberger �... @mu_freiberger
152 Followers 1K Following
LBM_LXXVIII @MF_Camillus
2K Followers 2K Following Private investor. Former PM. Former Head of FX Vol at CS, GS. Mathematician “Science is the belief in the ignorance of experts" - Feynman
Arunabh Saxena @Arunabh85992578
351 Followers 5K Following Global TMT | DYOD BTech + Masters in EE from IIT Bombay
Yas @Yas_MoonUp
2K Followers 798 Following CEO @getMoonUp. Member @SuperteamAE Prev: @BankofAmerica, @Barclays Building capital markets 2.0
lebo326 @lebo326
324 Followers 2K Following Winning in any environment doesn't mean winning at any cost. Cost and capital discipline always matter…
AGML, solofounder, AI... @no_freeenergy
270 Followers 2K Following 🛠 Building in public from UA ⚡ Vibe coder | AI-first stack 💸 Indie SaaS | B2C tools | Medtech I build, break, and ship — usually with AI.
Ngoc Deutscher | Rhei... @NgocDeutscher_
212 Followers 2K Following @MemeX_MRC20 @WEEX_Vietnam Commnunity Manager Contact: https://t.co/YzyGp2QTUR
Clear Scotch @clearscotch
20 Followers 372 Following
Hoya Fan Trader & Asp... @jhains2
581 Followers 2K Following #Hoyas MegaFan SFS81; Fed Whisperer, Macro, Bond Pro, Equities a Passion, Options, #UAP/#UFO=Undeniable, Real Estate too.
OrSho @OrShoham
407 Followers 7K Following
gostak @0xGostak
108 Followers 269 Following
AI daily news @AIDailyNews_2x
315 Followers 2K Following AI news, TWICE a day. The most important developments in AI. Short, clear, and to the point.
WEB3 MATRIX @WEB3_MATRIX
816 Followers 7K Following Building the bridge between Web3 projects and thriving communities. 🌐 AMAs • Community Growth • Partnerships • Web3 Marketing
H T D @HTD5000
4K Followers 5K Following 中国文化渊远流长、博大精深、绚烂多彩，既神秘又奇妙(Chinese culture has a long history, is profound, colorful, mysterious and wonderful)
Chris Miller @Chrisisdoxxed
21 Followers 352 Following Admin @Web3_Matrix 💎 Hosting your favorite AMAs | Hardware doctor 🏥⚡
Annan Lu @AnnanLu
185 Followers 86 Following
Mark Goldberg @Mark_Goldberg_
18K Followers 776 Following Co-founder & GP @chemistry. Before, @Indexventures, builder @dropbox. Invested in Plaid, Persona, Bridge, many more. AI, Fintech, SaaS 🎯 Dad x3 boys.
Soren Larson @hypersoren
6K Followers 2K Following applied cybernetics // maths music theory econ @harvard @swarthmore
Matt Huang @matthuang
247K Followers 835 Following founder @paradigm, founder @tempo, board member @stripe, building & investing at the frontier
Bogdan • QClay | Aw... @bogdan_qclay
17K Followers 60 Following Co-Founder @qclay_design & @awsmd_com & @LafysCom | Jury Member @awwwards | ❤️🫵
Hersh Desai @Hersh_Desai
9K Followers 2K Following Investing in startups with @natfriedman + @danielgross; run @aigrant and the Andromeda Cluster; stan dogs and warm carbs & cheese; tech/AI for human flourishing
Jake Nyquist @Jake_Nyquist
2K Followers 721 Following @privy_io. prev. @Caldera, founder @HookProtocol
You might like
