#193 Nikolay Filichkin | Investing in AI Infrastructure -...

What this episode covers

In this episode, Rocco Strydom sits down with Nikolay Filichkin, Chief Business Officer of Compute Labs, to explore how compute infrastructure—specifically GPU clusters—is becoming an investable asset class. Forget equities and tokens. We're talking teraflops, tokenized ownership, and IRR on silicon.Topics covered:Why GPUs are the new gold in the AI ageHow Compute Labs connects institutional capital with live compute marketsTokenizing compute infrastructure for liquidity and scaleThe future of compute ETFs, AI hardware, and energy infrastructureCompeting with Nvidia and the rise of GPU-based investingConnect https://x.com/Compute_Labs

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Frequently Asked Questions

How long is this episode of Stonks Go Moon?

This episode is 19 minutes long.

When was this Stonks Go Moon episode published?

This episode was published on May 28, 2025.

What is this episode about?

In this episode, Rocco Strydom sits down with Nikolay Filichkin, Chief Business Officer of Compute Labs, to explore how compute infrastructure—specifically GPU clusters—is becoming an investable asset class. Forget equities and tokens. We're talking...

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