In this episode, Rocco Strydom sits down with Nikolay Filichkin, Chief Business Officer of Compute Labs, to explore how compute infrastructure—specifically GPU clusters—is becoming an investable asset class. Forget equities and tokens. We're talking teraflops, tokenized ownership, and IRR on silicon.

Topics covered:

Why GPUs are the new gold in the AI age

How Compute Labs connects institutional capital with live compute markets

Tokenizing compute infrastructure for liquidity and scale

The future of compute ETFs, AI hardware, and energy infrastructure

Competing with Nvidia and the rise of GPU-based investing

Connect

https://x.com/Compute_Labs