Architect (@Architect

Architect

290 posts

Architect

@Architect_Fi

Derivatives exchange group for AI commodities and perpetual futures. Offering the American Innovation Exchange and AX. Disclosures: bit.ly/4ew7fMB

Chicago, IL

architect.co

Joined September 2022

Pinned
Architect
@Architect_Fi
May 28
Architect has acquired a DCM and we’re launching the American Innovation Exchange, a new US futures exchange purpose–built for trading compute derivatives. Onboard directly from desktop or mobile, trade the century’s most consequential commodity. Coming soon.
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8.7K
Architect reposted
MTS
@MTSlive
7h
How volatile are GPU rental prices and does that make them tradable? @BrettHarrison, founder and CEO of Architect: "By observation, it looks like the vol is somewhere between 20 and 40, based on which GPU you're currently looking at." "Within 90 days, the price of H200 GPU
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Brett Harrison
@BrettHarrison
17h
GPU depreciation is about resale value, GPU yield is a different story. H100 rental prices are up 19% in 90 days and H200 up 17%. Older silicon may fetch less on the secondary market over time, but the compute the chips produce is renting for more. Not the same trade.
4.8K
Architect reposted
MTS
@MTSlive
8h
Why does AI compute need a financial market? @BrettHarrison, founder and CEO of Architect: "Just like a wheat farmer who doesn't know what prices will be at harvest, futures let them lock in a price today without being exposed to the volatility between now and three months from
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Brett Harrison
@BrettHarrison
Jun 9
AI datacenters are driving unprecedented demand for electricity consumption and current power futures markets no longer offer an effective hedge. Existing power contracts are inadequate for two reasons:
5.8K
Architect reposted
Brett Harrison
@BrettHarrison
12h
I’ll be on @MTSlive at 5:30pm ET/2:30pm PT, looking forward to discussing financializing AI industry inputs and starting a new US futures exchange.
MTS
@MTSlive
15h
DARIO ESSAY | AI POLICY | OPENAI-ANTHROPIC PRICE WAR x.com/i/broadcasts/1…
REPLAY
MTS
@MTSlive
DARIO ESSAY | AI POLICY | OPENAI-ANTHROPIC PRICE WAR
4.4K
Architect reposted
Brett Harrison
@BrettHarrison
17h
GPU depreciation is about resale value, GPU yield is a different story. H100 rental prices are up 19% in 90 days and H200 up 17%. Older silicon may fetch less on the secondary market over time, but the compute the chips produce is renting for more. Not the same trade.
7.4K
Architect reposted
Brett Harrison
@BrettHarrison
Jun 9
AI datacenters are driving unprecedented demand for electricity consumption and current power futures markets no longer offer an effective hedge. Existing power contracts are inadequate for two reasons:
00:00
11K
Architect reposted
Compute Desk
@ComputeDesk
Jun 8
. @Architect_Fi makes it incredibly intuitive to place trades on compute futures. Rates provided by @ComputeDesk indices.
Architect
@Architect_Fi
Jun 8
Trade for size on the American Innovation Exchange. Negotiate bilateral block transactions and report as a single print, via voice or desktop or mobile. Multi-leg spread trades supported.
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1.1K
Architect
@Architect_Fi
Jun 8
Replying to @Architect_Fi
Coming soon, sign up: architect.co
696
Architect
@Architect_Fi
Jun 8
Trade for size on the American Innovation Exchange. Negotiate bilateral block transactions and report as a single print, via voice or desktop or mobile. Multi-leg spread trades supported.
00:00
6.6K
Architect reposted
Brett Harrison
@BrettHarrison
Jun 5
The term “AI capex/opex basket” refers to the financialization of GPUs, materials, and energy sources necessary to build and operate a datacenter. Of the various base, precious, and rare-earth metals in the basket, silver has outsized and under-discussed effects on compute costs.
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5K
Architect
@Architect_Fi
Jun 5
Silver, the most conductive metal, is threaded through the contacts, connectors, and high-performance electronics of AI datacenters. Hedge silver costs or trade silver with better margin, lower fees, and smaller contract size on the American Innovation Exchange.
998
Architect reposted
David López Mateos
@SenorScience
Jun 4
A month ago I wrote that two layers were missing under the procurement paradigm: a way to hedge forward compute price without buying more capacity, and a benchmark worth settling it against. Today the first one ships. Architect is listing H100 through B300 futures, settled to our
Architect
@Architect_Fi
Jun 4
Compute futures indexes need to be broad enough to capture private cloud transactions but narrow enough to minimize basis risk for datacenter hedging. Architect’s Nvidia H100, H200, B200, and B300 futures will offer the best of both worlds on the American Innovation Exchange.
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1.6K
Architect reposted
Brett Harrison
@BrettHarrison
Jun 4
The typical neocloud operator we speak to says some version of: “I’ve sold out 12 months of capacity on my H200 cluster, but I don’t know what compute prices will be in months 13-24.” Futures solve this, but the suitability of the hedge depends on the index. More below ↓
Architect
@Architect_Fi
Jun 4
Compute futures indexes need to be broad enough to capture private cloud transactions but narrow enough to minimize basis risk for datacenter hedging. Architect’s Nvidia H100, H200, B200, and B300 futures will offer the best of both worlds on the American Innovation Exchange.
00:00
18K