“There are other reasons to be bullish about #compute #standardisation. Chips from Nvidia’s Hopper range, which includes the H100, have held much of their rental value even as next-generation Blackwell models entered the market.
This flies in the face of a comment in March 2025 by Jensen Huang, Nvidia’s boss, that “when Blackwell starts shipping in volume, you couldn’t give Hoppers away”. It also suggests that #computed erivatives’ underlying #assets will not suddenly become worthless, the risk of which would slow adoption”
#Derivatives / #FinancialisingCompute / #MoneyTalks / #funding / #NeoCloud / #indicies / #ComputeCost / #FuturesMarket / #assets (paywall) /