The AI Compute Market Nobody Understands | Carmen Li
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The AI Compute Market Nobody Understands | Carmen Li
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In this episode (#142), we sat down with Carmen Li, founder & CEO of Silicon Data and Compute Exchange, to break down the layer of AI nobody really talks about: compute.
Carmen explains why GPUs are becoming the new oil, how wildly mispriced the compute market still is, and why two identical chips can perform very differently depending on where they run. We talk hyperscalers vs neo-clouds, NVIDIA’s real competition, token pricing, latency, GPU arbitrage, and why many AI startups underestimate how fast compute costs can kill margins.
We also dive into her founder journey—from Bloomberg to running two companies at once—her no-nonsense leadership style, and why transparency will define the next phase of AI infrastructure.
If you’re building in AI, scaling a startup, or trying not to get crushed by compute costs, this episode is for you.
#ai #GPUs #nvidia #AMD #techpodcast #venturecapital #cloudcomputing #hyperscalers #