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Steve Hou

Person

Heard in 5 episodes across 4 shows since Aug 2026

Steve Hou is Head of Research at Silicon Data, where he focuses on research related to technology and markets. He was previously a quantitative researcher on Bloomberg’s Index Research team.

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Discussed inMarkets100%

Episodes

5
across 4 shows

This week

0
episodes on 0 shows

Guest appearances

2

Share of the conversation

Mentions of Steve Hou per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.

0.0‰0.02‰0.04‰0.06‰0.08‰Aug 15Sep 6Sep 29Oct 21Nov 12
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DayShare (7-day)Mentions
Aug 170.03‰1
Sep 240.01‰1
Oct 260.02‰2
Oct 280.06‰5
Nov 40.01‰1

The full trend: rank, tone and why it is trending →

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What Steve Hou has said on podcasts

52 statements

  1. on Data CenterPositiveOct 28, 2026· Monetary Matters with Jack Farley

    Existing data-center activity currently has positive margins.

    “when you ask the question of whether or not data centers are profitable, it's a bit like looking at this rolling profitability of the labs. On the one hand, the existing activity, the margins are all positive.”

    Listen at 2:19

    Open the episode · Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE)
  2. on AI token pricesPositiveOct 28, 2026· Monetary Matters with Jack Farley

    Falling token prices can indicate healthy AI proliferation and increased usage.

    “this is exactly what AI proliferation should look like. and prices of tokens coming down and people using the cheaper models to do a lot more stuff”

    Listen at 4:36

    Open the episode · Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE)
  3. on GPU rental ratesPositiveOct 28, 2026· Monetary Matters with Jack Farley

    GPU rental rates are currently surging.

    “the rental rates of gpus are surging”

    Listen at 4:57

    Open the episode · Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE)
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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.

Episodes

5 episodes featuring Steve Hou, newest first