Logo
Log in
Subscribe
Logo
Oliver Buchannon
Carol
Compute as offtake

Jun 4, 2026

•

3 min read

Compute as offtake

What GPU contracts borrow from oil & gas finance, and where the analogy breaks

Carol
Carol

Compute Notes

Building and investing in the infrastructure layer of the intelligent economy. Flagship venture: Watt, the layer that cuts what AI companies spend on every model call — try it at watt.computenotes.co

© 2026 Compute Notes.
beehiivPowered by beehiiv