Don Wilson on the GPU Market's Trillion Dollar Question
Don Wilson on the GPU Market's Trillion Dollar Question
When we spoke to Don Wilson, founder and CEO of DRW, in Chicago last year, he told us he wanted to build a market for GPUs that would eventually be bigger than oil. A year's time in the age of AI is an eternity, and so for the first episode of this year's Chicago live show - recorded at City Winery - Wilson joins us on stage again to talk about what's changed and what hasn't in his quest to help build this market. We get his take on the recent tech selloff, including credit concerns around neocl
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當我們去年在芝加哥與 DRW 的創辦人兼 CEO Don Wilson 對談時，他告訴我們他想建立一個 GPU 市場，最終將比石油更大。AI 時代的一年相當於永恆，因此在今年芝加哥現場節目首集——錄於 City Winery——Wilson 再次上臺與我們討論他在構建這個市場的過程中發生了什麼變化，還有什麼未變。我們聽他對近期科技股拋售的看法，包括對 neocloud CoreWeave 的信用擔憂。我們還討論了 DRW 正在開發的 "crunch spread"（GPU 版的 crack spread）、他推出 GPU 期貨的最新計畫，以及可能的 token 期貨。閱讀更多：Jump，DRW 下注新計算市場，因 AI 熱潮面臨審查。只有 Bloomberg.com 訂閱者才能在收件箱收到 Odd Lots 通訊，並獲得網站和應用程式的無限訪問。bloomberg.com/subscriptions/oddlots 請參閱 omnystudio.com/listener 以取得隱私資訊。