Carmen Li (@carmenli) 's Twitter Profile
Carmen Li

@carmenli

CEO of Silicon Data, ex-Bloomberg, ex-DRW

ID: 33128576

linkhttp://silicondata.com calendar_today19-04-2009 04:27:41

21 Tweet

182 Followers

172 Following

Carmen Li (@carmenli) 's Twitter Profile Photo

Gemini, ChatGPT, and Claude each recognize Silicon Data as the global leader in GPU pricing transparency. Compute Exchange is on its way to becoming the category-defining marketplace for compute. The next chapter starts now. 🚀

Gemini, ChatGPT, and Claude each recognize Silicon Data as the global leader in GPU pricing transparency.

Compute Exchange is on its way to becoming the category-defining marketplace for compute. The next chapter starts now. 🚀
Carmen Li (@carmenli) 's Twitter Profile Photo

As a product person, I rarely stop to recognize what has been achieved. Silicon Data is now #1 in market intel. SiliconMark is ranked by ChatGPT + Gemini as the top GPU benchmarking provider. 90-sec GPU benchmarks. Two world-leading products in 18 months. Let’s go. 🚀

As a product person, I rarely stop to recognize what has been achieved.

Silicon Data is now #1 in market intel.
SiliconMark is ranked by ChatGPT + Gemini as the top GPU benchmarking provider.

90-sec GPU benchmarks.

Two world-leading products in 18 months. Let’s go. 🚀
Carmen Li (@carmenli) 's Twitter Profile Photo

Some Bloomberg-distributed values for Silicon Data indices do not yet reflect our updated methodology. docs.silicondata.com/products/gpu-i… We’ve republished the revised series across our portal and API and are working with Bloomberg and other distribution partners to align historical data.

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There was a 10% H100 price spike in 4 weeks between December and January. Hourly rates climbed from $2.00 to $2.20. A100 and B200 pricing didn't move at all.

There was a 10% H100 price spike in 4 weeks between December and January. 

Hourly rates climbed from $2.00 to $2.20. A100 and B200 pricing didn't move at all.
Carmen Li (@carmenli) 's Twitter Profile Photo

Identical GPUs do not perform identically. Across thousands of real-world tests, we’ve observed up to 37% performance variance across the same GPU configurations — driven by system design, memory hierarchy, interconnects, cooling, and operational choices. As AI infrastructure

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Private credit is learning to trade chips. But GPU loans aren’t real estate or planes. They need new primitives: • What are the chips worth today? • How fast do they depreciate? • Are they actually deployed? • What’s the power risk? • How liquid is the exit? That’s compute

Private credit is learning to trade chips.

But GPU loans aren’t real estate or planes.
They need new primitives:
• What are the chips worth today?
• How fast do they depreciate?
• Are they actually deployed?
• What’s the power risk?
• How liquid is the exit?

That’s compute
Carmen Li (@carmenli) 's Twitter Profile Photo

We compared LLM token costs across major providers using realistic assumptions about common production workloads, and one thing stood out immediately. The biggest cost difference wasn’t coming from which “best” model teams were using. It was coming from whether they were routing

We compared LLM token costs across major providers using realistic assumptions about common production workloads, and one thing stood out immediately.

The biggest cost difference wasn’t coming from which “best” model teams were using. It was coming from whether they were routing
Carmen Li (@carmenli) 's Twitter Profile Photo

What started as a 90-min AI tool-sharing session turned into something else entirely. Reality: AI can now turn months of work into days. Non-front-end engineers can ship front-end fast. At a startup, we let engineers use whatever tools they believe in. But speed creates a new

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SF next Mon–Tue 👋 Meeting startup founders & CTOs — especially anyone dealing with GPU procurement, pricing, or capacity issues. If GPUs are a bottleneck (or a headache), let’s chat. DM me or grab time — happy to meet IRL ☕️🚀

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📅 Feb 20 | 11am ET Live webinar w/ Bloomberg Intelligence We’ll talk: •GPU rental prices (what’s real vs noise) •Depreciation & residual value (yes, GPUs age like assets) •Performance benchmarks (same GPU ≠ same performance) •Why founders & financial institutions keep

📅 Feb 20 | 11am ET
Live webinar w/ Bloomberg Intelligence

We’ll talk:
•GPU rental prices (what’s real vs noise)
•Depreciation & residual value (yes, GPUs age like assets)
•Performance benchmarks (same GPU ≠ same performance)
•Why founders & financial institutions keep
Carmen Li (@carmenli) 's Twitter Profile Photo

We just turn GPU prices into a tradable opinion. Launched a live market on Polymarket asking: 👉 Will H100 rental prices (Silicon Data H100 Index – SDH100RT) hit $1.80 or lower in Feb? This isn’t vibes. This resolves on real daily GPU rental data. If you have a view on: •

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Same GPU. Very different pricing behavior. When people talk about “H100 prices,” they often refer to a single curve. In reality, pricing varies meaningfully depending on the market you’re looking at. In the data, two pricing patterns show up most clearly: hyperscalers vs

Same GPU. Very different pricing behavior.

When people talk about “H100 prices,” they often refer to a single curve.
In reality, pricing varies meaningfully depending on the market you’re looking at.

In the data, two pricing patterns show up most clearly: hyperscalers vs
Carmen Li (@carmenli) 's Twitter Profile Photo

Bringing AI founders and infra leaders in NYC together — in one room. We are hosting GPU After Hours — a small, curated, after-work gathering in Manhattan for funded AI startups where compute is no longer experimental and procurement actually matters. This is for teams who are:

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Happy New Year 🧧🐴 May your GPUs be available. May your clusters actually exist. May your “capacity coming next month” really come next month. Silicon Data 🤝 Compute Exchange Pricing it. Benchmarking it. Trading it. Because vibes are not a market structure. #YearOfTheHorse

Happy New Year 🧧🐴

May your GPUs be available.
May your clusters actually exist.
May your “capacity coming next month” really come next month.

Silicon Data 🤝 Compute Exchange
Pricing it. Benchmarking it. Trading it.
Because vibes are not a market structure.

#YearOfTheHorse