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Silicon Data
Last discussed Oct 27, 2026
A data provider tracking GPU compute pricing and markets, founded by Carmen Li.
Recently discussed in
Technology Is Back, Gavin Baker Live, Math Solved Again, Anduril Laptop, DoorDash + Instacart
Gavin Baker · Oct 27, 2026
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Gavin Baker
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Praised: Authoritative compute pricing data
"Silicon Data, which I do think is, you know, my firm is an investor in them, but I do think they're the most authoritative data source. Carmen Lee, the founder, stood up at GTC and said that the compute market is now in contango."
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