Ask what—if anything—is holding back the AI industry, and the answer you get depends a lot on who you’re talking to. I asked one of Bloomberg’s former chief data wranglers, Carmen Li, and her answer was “price transparency.”
According to Li, the inability of most of the smaller AI companies to predict how much they will need to spend for the privilege of renting time on a GPU to train their models makes their businesses unpredictable and has made financing AI companies unnecessarily expensive. She founded the startup Silicon Data to create a solution: the first world-wide rental price index for a GPU.
That rental price index, called the SDH100RT, launched today. Every day, it will crunch 3.5 million data points from more than 30 sources around the world to deliver an average spot rental price for using an Nvidia H100 GPU for an hour. (“Spot price” is what a commodity to be delivered immediately sells for right now.)
“I really believe compute will be the biggest resource for humanity in the next few years,” says Li. “If my thesis is right, then it will need more sophisticated risk management.”
According to Li, such an index will lead to cheaper AI tools and more opportunities for a wider set of players to get involved in the AI industry. How do you get from an index to all that? Silicon Data’s origin story helps explain it.
5/28/2025 | Elektrik - Elektronik Mühendisliği
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