Evan Conrad
CEO of SF Compute and expert in data centers and AI infrastructure, focused on creating a spot market and financial products to make GPU clusters tradable and financeable.
Best podcasts with Evan Conrad
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48 snips
Nov 12, 2025 • 39min
The Hidden Industry Powering Every AI Company
Evan Conrad, CEO of SF Compute, is an expert in AI infrastructure and data centers. He discusses the transformation of GPU clusters into tradable commodities to combat credit risk and volatility in AI finance. The conversation covers the challenges of financing GPU deals, U.S.-China competitiveness in power capacity, and regulatory hurdles. Evan also shares insights on the future of compute infrastructure, predicting groundbreaking advancements by 2050, including self-driving vehicles and innovative delivery systems.
Mar 13, 2026 • 43min
Worldbuilders: The Largest Infrastructure Project in History with Evan Conrad (SF Compute)
Evan Conrad, founder and CEO of SF Compute, who turned an accidental GPU cloud into a supercomputing marketplace. He describes surviving huge monthly cluster costs and building a manual order book for GPU time. He explains why GPUs need multiyear contracts, what offtake means, and the Marriott-like financing model for building and operating large GPU clusters.
