The data center boom has an upside: innovation for the US grid
As the AI boom stresses the existing power grid, all sort of new opportunities for grid modernization are also emerging as a result, industry insiders say.
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Jas Kaira, Head of AI Business at Blackstone: Concerns about AI infrastructure debt are exaggerated.
Jas Kaira, head of Blackstone’s AI business, stated at the TechCrunch Disrupt conference that market panic over massive debt in the AI infrastructure sector has been overly amplified. His key argument is that this debt is largely backed by long-term contracts with high‑credit‑rating clients—such as Microsoft and Meta—and that the underlying assets (e.g., GPUs) possess strong collateral value, meaning the risk profile differs fundamentally from that of the 2008 banking system.
SF Compute builds a programmable data center: leveraging physical delivery to power the GPU computing power trading market.
SF Compute was founded by Evan Conrad and is dedicated to building a neutral, programmable GPU computing‑power trading infrastructure that supports physical delivery. Its model rejects the abstraction of FLOPS as a commodity, emphasizing hardware heterogeneity, actual delivery, and real‑time constraints—such as interrupt tolerance, InfiniBand topology, and firmware versions. The platform has already facilitated tens of billions of dollars in transaction volume and introduced low‑level capabilities like dynamic InfiniBand subnet partitioning.
SF Compute builds a programmable data center: leveraging physical delivery to drive the marketization of GPU computing power trading.
SF Compute was founded by Evan Conrad and focuses on enabling programmable, physically settled trading of GPU computing power. It does not operate its own data centers; instead, it leverages full-stack technology to collaborate with third-party facilities in co-building a “sovereign compute cloud,” emphasizing market neutrality and infrastructure controllability. The company has already facilitated hundreds of millions of dollars in transaction volume and implemented key capabilities such as dynamic InfiniBand partitioning.