Steve Hou - Data Over Narrative

Silicon Data's rental-price data suggests aging GPUs retain far more residual value than standard depreciation assumes, while power—not chips—is now the binding AI buildout constraint.

• Silicon Data's mission: Founded by ex-Bloomberg exec Carmen Lee in 2014, the firm tracks real-time GPU rental prices across hyperscalers and NeoClouds to bring Bloomberg-style price transparency to the AI compute market.
• CME futures launch: Silicon Data has an exclusive partnership with CME to launch two cash-settled futures contracts based on its H100 (Hopper) and B200 (Blackwell) NeoCloud rental price indices, aiming eventually for physical-delivery compute contracts.

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