SF Compute：从卖房间到经营酒店，打造可编程数据中心
原标题：The Programmable Data Center — Evan Conrad, SF Compute
AI 摘要
SF Compute CEO Evan Conrad 在 Latent Space 播客中介绍公司从转租 GPU 集群扩展为具备云运营能力的算力交易市场，强调「物理结算」——买家获得可用算力而非现金结算。他解释了如何通过匹配不同约束条件的订单让非标准化算力可交易，并讨论现货与远期定价、批处理与实时推理租赁的区别。Conrad 认为英伟达等拥有大型硬件或推理业务的公司难以运营中立交易所，独立性是市场运营者的关键。
正文节选
This was recorded on the sidelines of the new Compute Trading track at AIE NYC. Catch us next at AIE CODE, our last flagship for the top agentic engineers in the world. In the early days of cloud, former guest Martin Casado made something so disruptive that Cisco was threatened enough to pay $600m for it, and VMware outbid for $1.3B: That concept was software-defined networking, which virtualized the routing network by separating the control plane from the data plane. That revolution is now comi