SF Compute CEO Evan Conrad: the programmable data center and liquid GPU markets
Latent Space · rss · 2026-10-21
Latent Space interviews SF Compute CEO Evan Conrad on compute trading. He draws an analogy to software-defined networking: like SDN virtualized routing, SF Compute aims to make GPU capacity programmable and tradeable—spot and forward contracts, physical settlement of usable compute, and on-the-fly InfiniBand subdivision. He argues neutral market operators matter: NVIDIA can't build this exchange without conflicts of interest, though it benefits greatly from its existence.
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