The Programmable Data Center — Evan Conrad, SF Compute
SF Compute is building software-defined networking for GPUs to make compute tradeable
SF Compute is applying the software-defined networking paradigm to GPU clusters, separating control from hardware to enable a liquid compute market with physical settlement. CEO Evan Conrad argues neutral exchange operators are essential because large cloud and inference providers have conflicting incentives. This is an early but meaningful signal in the emerging compute commoditization layer beneath AI workloads.