AIAM

AI:AM GUEST

Steve Hou

Steve Hou, Silicon Data

Steve Hou is head of research at Silicon Data, which develops price benchmarks for GPU compute. He studies compute markets, financial risk, and the economics of AI.

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APPEARANCES

One AI:AM appearance.

EPISODE 2026-09-28 · SEP 28, 2026

GPU Markets and AI Diplomacy — Steve Hou and Jeremie & Edouard Harris

Steve Hou of Silicon Data explains GPU rental benchmarks, the hyperscaler premium, and what token prices can reveal about AI demand. Gladstone AI co-founders Jeremie and Edouard Harris debate U.S.–China AI agreements, verifiable red lines, and the risks of enforcing them. Nathan Labenz and Prakash Narayanan also discuss personal agents, voice cloning, and whether better sandboxes can solve an alignment problem.

GUESTS · Steve Hou, Jeremie Harris, Edouard Harris