Carmen Li

What Carmen Li has said on podcasts

5 statements

1. on GPU provider contractsNeutralSep 8, 2026· Energy Gang

   GPU provider contracts commonly last from over one month to two or three years.

   “the contract usually lasts longer than a month, can be two years, three years.”

   Listen at 13:13

   Open the episode · A new market for AI compute: What GPU futures could mean for energy
2. on Silicon Data clientsNeutralSep 8, 2026· Energy Gang

   Silicon Data’s clients are approximately 60% financial services and 40% industry market participants.

   “60% financial services can be the lenders, can be whoever have a natural exposure to GPUs, right? Or the underlying asset class, the semi-industries and hyperscalers, right? That sorts. And 40% actually market participants.”

   Listen at 32:38

   Open the episode · A new market for AI compute: What GPU futures could mean for energy
3. on B200MixedSep 8, 2026· Energy Gang

   B200 GPU prices initially fell but later exceeded their original listing prices.

   “B200 came out to be $5 each last year, right? And it came down a little bit and came back up and then surpassing their listing, whatever, original listing prices”

   Listen at 36:50

   Open the episode · A new market for AI compute: What GPU futures could mean for energy

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Sep 8, 2026GPU futures bring Wall Street’s tools to compute marketsEnergy GangSep 8, 2026Guest