Evan Conrad of SF Compute explains how programmable infrastructure is transforming GPU trading

Evan Conrad of SF Compute describes the evolution from subleasing GPU clusters to building full cloud operating capabilities, enabling physical settlement of compute trades. The platform matches orders with varying constraints, allowing GPU trading while technology changes, though liquidity is spread across more variants. Key factors such as GPU generation, networking, and software configuration affect contract terms and pricing, bringing physical cluster constraints directly into the market.