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SF Compute explains how physical settlement makes GPU markets work

AIEvan Conrad, CEO of SF Compute, says the company has built the operating capacity of a cloud so buyers receive usable compute rather than a cash payment against an index. He says about 5% of total capacity now trades on its order book, and that the order book matches orders with constraints such as interruptibility, GPU generation and networking.

AIWhy it matters.

The interview explains why GPU markets need physical settlement, how order books handle heterogeneous compute, and the operational work a cloud requires.

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Original title: The Programmable Data Center — Evan Conrad, SF Compute