David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra

David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra – The Delphi Podcast

Mentioned

Bullish

USDAI— USDAI is a yield-bearing synthetic dollar backed by collateralized hardware assets, offering potential for stable returns in the crypto space.
GPUMINING— Investment in GPU mining for AI networks through a dedicated vehicle called 'tactical compute', aiming to capitalize on yields from decentralized AI networks.
NVDA— NVIDIA's chips are becoming increasingly crucial in the global AI race, potentially rivaling oil in terms of global importance and distribution.
DEEPINFRA— Investment in deep infrastructure networks, focusing on high-quality hardware assets like GPUs in data centers across different regions.
DEFI— Integration of real-world assets into the DeFi space, bridging the gap between physical infrastructure and decentralized finance.

Not investment advice.