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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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.