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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.
Appearances
So unless you're in the ecosystem, you're actually in the new cloud transactions, you probably do not know what's the reserve price of people paying for longer-term contracts.
Think about term structure risk today.
And then think about this lack of visibility with on-demand pricing all the way to reserve, which is three years, five years on deal.
And also GPU is not homogeneous products.
Yeah.
You need to normalize it.
You can't just say, hey, I'm paying the H100 with certain HBM.
You're paying different HBM, different geolocation.
We can't just do a simple average.
You need indices to normalize the underlying assets to produce data that's trackable and representative to the price we are
With the price going up.
The price going up since December last year, it was pretty interesting.
Last year, everyone's talking about, hey, shouldn't compute price always come down and come down to zero by year A?
It's not really happening.
Supply-demand curve shift every single day.
The term structure, the forward curve pattern shift every single day because people have different expectations.
There are different born nights come out all the time.
Last year is fab, and this year is memory, and then going forward, maybe co-location space.
So every time is different.
So we are actively working with CME and a review with CFTC and other regulatory bodies.
Showing 41–60 of 95 · page 3 of 5
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