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Carol Chen
Carol Chen
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 Chen
Carol Chen

Compute Notes

Building and investing in the infrastructure layer of the intelligent economy. Research on compute, agents, robotics and space — and the capital behind them.

© 2026 Compute Notes.
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