Beyond the Bubble Debate: What Actually Worries the Compute Market

​Hyperscalers are committing to multi-hundred-billion-dollar capex programs.

Neoclouds are raising debt against pools of startup customers all betting on the same demand curve.

The bubble question gets the headlines — the harder questions don't.

​Carmen Li (CEO, Silicon Data and Compute Exchange), Dave Friedman, and Dmytro Lokshyn sit down for a 40-minute live discussion on what's actually worth worrying about, followed by 10 minutes of open Q&A.

​On the table:

• ​Why one CoreWeave deal looks bankable and most others don't

• ​Whether token efficiency could collapse demand faster than supply can adjust

• ​What's missing from compute markets that exists in every other commodity

• ​A first look at the LLM Token Expenditure Index

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Thursday, May 7, 2026 — 12:00 PM ET (9:00 AM PT)
Live online via Zoom