I used to think about compute as the "new oil", but this actually misses the mark.
Oil burns once. Compute capacity can generate recurring yield as long as the infrastructure is managed and powered effectively.
xAI laying out plans for 50M+ H100-class GPUs underscores just how far AI demand is running ahead of supply.
This gap drives higher lease rates and fuller utilization for deployed units. It’s why we see compute evolving into a financial asset, not just a tool.
Nvidia’s Q2 earnings: $46.7B in revenue, with AI GPUs accounting for 88% of the pie.
For Compute Labs, this reinforces our thesis:
Compute is a foundational asset. Our role is building the financial rails between capital and operators, with blockchain transparency.
Canada committed $300M to help AI companies pay for compute.
We expect this to drive new leasing opportunities for operators and more asset-backed yield opportunities for investors.
Compute Labs bridges the gap by providing the capital needed to procure and deploy this…
First of many.
With the help of @USDai_Official financing, we will turn capital into GPUs, lease them to operators, and return asset-backed yield to investors
All while helping operators scale without dilution.
First of many.
With the help of @USDai_Official financing, we will turn capital into GPUs, lease them to operators, and return asset-backed yield to investors
All while helping operators scale without dilution.
Been having investor meetings for @Compute_Labs and feel more energized than ever.
Even tho some crypto-only VCs have passed, it actually further encourages us that we’re on the right path as our goals were not aligned.
We are no longer building for just the "Web3 bubble"…
Most common reactions I get from family offices and funds about @Compute_Labs:
• "We didn’t know this was investable"
• "How do I know it’s real yield?"
• "What’s the risk profile?"
Everyone believes in AI. What they don’t know is how to invest in it, who to trust, or what…
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