Andrawes
@andrawesbahou
There's a misconception:
"a big compute market doesn’t imply a big hedge market. [...] a lot of capacity is locked into fixed-price deals."
The entire compute market today is *FULLY* hedged. Fixed-price deals ARE the hedge. But, it's a horrible *full* hedge.
Compute
"a big compute market doesn’t imply a big hedge market. [...] a lot of capacity is locked into fixed-price deals."
The entire compute market today is *FULLY* hedged. Fixed-price deals ARE the hedge. But, it's a horrible *full* hedge.
Compute
Aishwarya Mahesh@ash_locked · Oct 9When your X feed is all compute and commodities, it's time to put that Series 3 to use.
My latest Power Bytes, Future(s) of Compute is my take on whether compute futures can do what commodity markets were designed to do. 🧵
My latest Power Bytes, Future(s) of Compute is my take on whether compute futures can do what commodity markets were designed to do. 🧵
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