Peter Keavey

What Peter Keavey has said on podcasts

5 statements

1. on GPU marketsNeutralSep 8, 2026· Energy Gang

   GPU markets are closely tied to energy markets, especially power.

   “GPU. being so closely tied to energy markets, particularly power. It's a natural extension of our customer interest and our customer base.”

   Listen at 3:55

   Open the episode · A new market for AI compute: What GPU futures could mean for energy
2. on Global traders and compute consumptionNeutralSep 8, 2026· Energy Gang

   Some of the world’s largest traders are also major compute consumers.

   “some of the largest traders in the world are also some of the largest consumers of compute”

   Listen at 31:49

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

   GPU rental rates fell from $7–$10 to $2–$3 per hour as chip supply normalized.

   “Rental rates were seven to. $10 an hour. As supply normalized, those came down back to earth, $2 to $3 an hour.”

   Listen at 33:28

   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