# E396: The Future of Compute, Data Centers, and AI

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Text version: https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e396-the-future-of-compute-data-centers-and-ai.md
Podcast: [How I Invest with David Weisburd](https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713)
Published: 2026-06-29T12:45:00+00:00
Episode link: https://howiinvestpodcast.com/episodes/5Ojg5BFzvaV
Audio file: https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/5Ojg5BFzvaV.mp3?u=1782738002
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Duration seconds: 1418

## Resource

What if AI's most valuable commodity isn't software—but the computing power that makes intelligence possible? In this episode, I sit down with Kush Bavaria, Co-Founder and CEO of Ornn, to discuss why AI compute is becoming the next global commodity and how financial markets are evolving to support it. Kush explains why GPU capacity should trade like oil or electricity, how derivatives and futures markets could reshape AI infrastructure, and why access to compute may become one of the defining competitive advantages of the next decade. We also explore data centers, energy constraints, AI capital markets, and what it takes to build a venture-backed company at just 22 years old.

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## Transcript

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