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Ornn

Ornn Compute Exchange (ornnai.com)

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Substack
PricingOnly free issuesPublishesWeekly
Issues9Founded6 months agoLast Issue2 months ago
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Latest Issues

On Sovereign Compute

In the world of compute, a lot has changed in the last twelve months. The U.S. imposed, and then reversed, an export ban on chip design software within a six week span. China retaliated against semiconductor restrictions by freezing rare ea...

2 months ago
1
1

The Basis Gap in Compute Acquisition Structures

Why Basis Risk Defines Every Procurement Decision

Every decision to procure GPUs or compute capacity in today’s AI landscape is, at its core, a risk-reward trade-off - a strategic decision on how to bundle and allocate financial exposur...

4 months ago
1
1

Compute in Space. Why, How, and When?

The emergence of AI has led to tremendous demand for compute. Today, hyperscalers report overwhelming utilization of chips in their datacenters and are anticipating this demand to grow exponentially as GPU-intensive processes cement themsel...

4 months ago
1
1

On GPU Depreciation

The last couple of months there has been strong commentary from investors — many of whom we admire — surrounding the current depreciation schedules of GPUs. That is, questions as to whether or not current 5 - year depreciation schedules are...

5 months ago
2

Memory: How It Works and Why It Sets the Cost of Compute

The AI systems of today are incredibly powerful - they can write code better than most software engineers, analyze documents, generate images, and can reason through complex problems to reach coherent solutions. However, when a long convers...

5 months ago
2

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