Carmen Li, Silicon Data & Compute Exchange | theCUBE + NYSE Wired: Robotics & AI Infra Leaders
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Carmen Li, Silicon Data & Compute Exchange
July 29, 2026
Carmen Li
CEO Silicon Data & Compute Exchange
In this interview from theCUBE + NYSE Wired: Robotics & AI Infra Leaders 2026, Carmen Li, founder and chief executive officer of Silicon Data and chief executive officer of The Compute Exchange Inc., joins theCUBE's John Furrier and Howie Xu to discuss the volatile economics shaping the AI compute supply chain. Li reveals that on-demand NeoCloud GPU prices for A100, H100 and B200 chips have climbed 15-20% year to date, even as hyperscaler pricing stays comparatively flat. She explains why demand-side unpredictability, not supply, is the real driver of that vo... Read more
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