Who Opens Up the Compute Middle Market? The $10-100M Deployment Standards Layer
AccBalanced · x · 2026-09-18
Sonnet Xu argues hyperscalers and frontier labs sign enormous contracts while others buy fragmented capacity. The compute middle market unlocks when $10–100M deployments become easy to finance, contract, verify, and resell — whoever builds the standards layer making compute transactable for mid-sized buyers will reshape compute distribution.
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