The Bloomberg Terminal for AI Compute

from The Data Exchange with Ben Lorica · host Ben Lorica

Steve Hou, Head of Research at Silicon Data, joins Ben Lorica to unpack the data behind the AI compute market: GPU rental indices, forward curves, and token expenditure trends that reveal a market still tightening despite talk of oversupply.Subscribe to the Gradient Flow Newsletter 📩 https://gradientflow.substack.com/Subscribe: Apple · Spotify · Overcast · Pocket Casts · AntennaPod · Podcast Addict · Amazon · RSS.Detailed show notes and transcript, can be found on The Data Exchange web site.

Episode metadata supplied by the publisher feed · Published Aug 13, 2026

Embed this episode

Attribution link and audio player

NOW PLAYING

The Bloomberg Terminal for AI Compute

0:00 45:25

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Data Exchange with Ben Lorica?

This episode is 45 minutes long.

When was this The Data Exchange with Ben Lorica episode published?

This episode was published on August 13, 2026.

Can I download this The Data Exchange with Ben Lorica episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!