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The article argues that even though cloud compute instances aren’t identical like gold, markets can still commoditize them by establishing a standard reference (e.g., Nvidia’s DGX spec) and trading basis spreads for performance, operator, SLA, location, and scale. It shows that non-fungibility isn’t a blocker but defines the layers a future compute commodity market would need to price.
compute
+ commodity-markets
+ fungibility
basis-swaps
+ dgx-spec
tldr-a-byte-sized-daily-tech-newsletter