Father, Husband, Caring for Neighbors, Digital Assets, and Digital Infrastructure. DMs Open.
Joined October 2017
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Where I land, the freeze is probably temporary and political, with an election and a January legislative session driving the timing, and Texas likely stays the biggest buildout market regardless. The lasting question is whether the legislature makes queue spots genuinely expensive and puts real cost allocation on large loads. If it does, this pause will look like a reset. If it just lifts the freeze and keeps a $50K/MW deposit, the queue fills right back up and we're having this same argument in 2028.
The thing I'm least sure about is the community side. If voters keep believing data centers raise their bills, 56% already do, that pressure could outlast any technical fix, and that's the risk I'd watch most as an investor.
Texas just froze new data center permits:
- Its queue went from 63 GW to 474 GW in 18 months, more than 5x record peak demand
- Only 9.5 GW is approved and about 4.3 GW is actually running
- The rest is duplicates, speculation, and developers who have never plugged in a GPU
a16z's @rmcentush on why the grid can't build for that many maybes: a16z.news/p/why-texas-is-mak…
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Ameer Omar retweeted
CME planned to launch futures on GPU rental prices on October 5, but the CFTC extended its review through November 9.
The issue is that there still isn’t a trusted market price for GPU compute. Most pricing happens in private deals, making it difficult to build a reliable benchmark for buyers trying to hedge future costs.
The fact that companies increasingly need financial products just to manage the price of compute says a lot about where the market is heading.
For teams that need reliable access and predictable economics, there’s another option: own the underlying compute instead of continually buying exposure to the rental market.
financefeeds.com/nvidia-gpu-…
Ameer Omar retweeted
In the AI infrastructure race, available megawatts are only half the equation. The other half is how quickly you can turn them into compute.
Traditional data center construction can take 15–18+ months because design, procurement, equipment manufacturing, and site construction happen sequentially.
Giga changes the sequence. We manufacture and test critical infrastructure in our factories while site development happens in parallel. That’s how GigaBase can take a project from greenfield to operational in 9 months.
Less waiting. Fewer handoffs. Faster time to power.
Ameer Omar retweeted
Liquid Compute and K8 announce a $250M prepayment facility to help compute buyers fund prepayment capacity commitments.
This facility makes compute financeable the way every other commodity already is, and we are already finalizing our first deployments with a few large inference clouds.
We're proud to build this with K8 as we bring the discipline of commodity finance to compute.
Ameer Omar retweeted
We’re excited to launch Liquid Inference with some of the fastest-growing token producers in the ecosystem:
• Engy @engyai
• Pearl Research Labs @prlnet
• AkashML @akashnetAI
• Hyperbolic @hyperbolic_labs
• Boundless @BoundlessHQ
• Zro @zroai_
Ameer Omar retweeted
I came to compute from credit, and the first thing I saw was how it gets paid for. An AI company signs a three-year contract and puts 20 to 30% down, out of the money it just raised. The fastest-growing industry in the world has been funding its most important input with its most expensive capital.
Today we announced a $250M prepayment facility with K8. Buyers finance the deposit against the contract instead of paying it from equity, and every draw is verified by us before it funds. Oil producers have borrowed against forward sales for decades. Compute couldn't, because there was no standard contract and no price to mark it against. Now there is. This is the first structure, not the last. There is a lot more coming from the @liquidcompute team, and the industry is going to look different for it.
Everyone wants to trade compute. Not many want to do the hard work of financing it. We do, because financing is where every real market starts, and we're building the rest of it: the index to price compute, the venue to trade it, and the exchange to hedge it.
If you buy compute and are tired of paying deposits from equity, or you allocate capital and want in on GPU-backed lending, whether asset-based or through this facility as it grows, reach out. Our inbox is open.
Liquid Compute and K8 announce a $250M prepayment facility to help compute buyers fund prepayment capacity commitments.
This facility makes compute financeable the way every other commodity already is, and we are already finalizing our first deployments with a few large inference clouds.
We're proud to build this with K8 as we bring the discipline of commodity finance to compute.
Ameer Omar retweeted
𝙄𝙉𝙏𝙍𝙊𝘿𝙐𝘾𝙄𝙉𝙂: 𝙏𝙃𝙀 𝙂𝙍𝙄𝘿𝙄𝙍𝙊𝙉 𝙂𝘼𝙇𝘼𝙓𝙔
10 helmets. Each with a connection to Houston that will be worn Saturday morning vs UCF
#BuiltByHouston x #GoCoogs
Ameer Omar retweeted
Aave's first weekend supporting stock-based loans on @base
Ameer Omar retweeted
The H100 hour just hit $3.08, its highest in a month.
A three-year-old chip is supposed to be depreciating fast. Instead it is at a monthly high, and the compute behind it is still in demand.
Depreciation is an assumption. This is the price at data.ornn.com
Ameer Omar retweeted
Austin’s startup scene in 2026 is being defined by mega rounds. Saronic $1.8B, Base $1B, Apptronik $520M, Function $450M, inKind $414M, & I don’t think we’re done yet.
But the top of the funnel is strong too. Austin ranks 5th overall in VC funding and 3rd in pre-seed. 🤠🚀🦾
