1 link tagged with all of: compute + fungibility + dgx-spec
Click any tag below to further narrow down your results
Links
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