Carmen Lee

speaker

95 appearances 2 recordings 1 series first heard May 2026 last heard 18 May

Carmen Lee’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.

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Bloomberg Tech · Nvidia Earnings This Week; Biggest Power Deal in History · 18 May 2026 podcast

from people.

Now they do, either from GPU level or token level, and it's a big line item coming up.

So the

that?

That's a great question.

So Compute Exchange is a spot market for GPU resources.

So we do forward contracts as well as reserve contracts for GPU resources.

So a lot of participants, I would say all participants so far, are the underlying consumption layer.

So AI startups all the way to NEO Clouds.

So we're two really big sides of companies.

We work with European NEO Clouds, American NEO Clouds, Southeast NEO Clouds.

On the flip side, we have startups and enterprises globally.

This is really fascinating.

You see how people try to do longer-term contracts because they won't lock in the rate.

They don't want the 40% daily volatility comes on demand GPU pricing.

There's other way to hatch that through future options.

So we want to make sure we have the right venue for the right use space.

If you want to reserve GPUs, you want physical deliveries, go to ComputeChange.

You want to hatch through financial exposures, go to CME in the

it's no transparency, but very little.

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