Silicon Data Head of Research @stevehou says as compute becomes an asset class, financial derivatives will help fund the inference era: "If you just do a simple math of say, $150 billion of the compute thats changing hands every year, and you do the typical cash to derivative multiplier, that's 5-10x. "So we easily get to, somewhere between $750B to $1.5 trillion of notional exposure" "Every time we have had an industrialisation/buildout of such, eventually, this industry matures on the…