Accelerating AGI

Our conviction in AI-Fi

Sequoia Article Analysis

According to Sequoia Capital, the GPU market saw an estimated $50 billion in sales in 2023. For this substantial upfront investment to be justified, a lifelong revenue of at least $200 billion is necessary, covering data centers and GPU end-users like AI companies and cloud vendors. However, even with the most optimistic global revenue estimates, the figure for 2023 stands at approximately $75 billion, highlighting a $125 billion+ gap between the capital hype around AI and its actual revenue potential at this stage. This gap signifies the need for a reallocation of existing compute resources.

Strategy: Unlocking Liquidity and Optimizing Compute Allocation

Compute Labs is building the AI-Fi ecosystem and compute derivatives market to drive efficient, liquid, and accessible GPU resource allocation. By tokenizing compute assets, we enable more dynamic pricing, on-demand access, and capital-efficient deployment, bringing the market closer to Pareto efficiency.

Vision: Accelerating the Path to AGI

Compute Labs' long-term vision is to catalyze the development of AGI (Artificial General Intelligence) by making compute as accessible and decomposable as capital. We do this by:

• Improving market liquidity: Allowing AI teams to access high-performance GPUs more flexibly and cost-effectively.

• Enabling AI-native financing: Creating a new asset class where investors can support and profit from AI infrastructure growth in a verifiable approach.

• Scaling decentralized compute: Building foundational infrastructure to power the next generation of AI breakthroughs.

By transforming how compute is accessed and financed, Compute Labs is accelerating the global reallocation of GPU resources—laying the groundwork for AGI innovation.