Marc and Nikolay explore the explosive growth of AI compute, the economic implications of rising energy demands, and how new financial models are giving investors access to the backbone of the AI revolution.

About the Episode:

The rapid acceleration of artificial intelligence has triggered an unprecedented demand for compute, reshaping global infrastructure and redefining the economics behind technological progress. In this episode, the conversation dives into how the market for GPUs is evolving, why power consumption has become one of the biggest constraints, and how innovation in both hardware and energy will determine the trajectory of future AI systems.

The discussion takes a long-view perspective on what happens when compute becomes a commodity, how hyperscalers are influencing market dynamics, and why specialized chips are emerging as the next frontier. The episode also explores the broader economic impact of AI — from productivity gains to the hypothetical scenario of suddenly losing ChatGPT — offering a grounded yet optimistic lens on the next decade of AI-driven transformation.

Listeners will walk away with a deeper understanding of the hidden infrastructure powering AI progress, why investor access has been limited until recently, and how new models are democratizing participation in the AI boom.

About the Guest:

Nikolay Filichkin is the Co-Founder and Chief Business Officer of Compute Labs, a cutting-edge infrastructure company transforming access to compute by financializing GPU assets. With over a decade of experience in technology, M&A, and strategic partnerships, Nikolay plays a key role in creating the financial ecosystem for compute as an asset class.
Prior to Compute Labs, Nikolay spent 6+ years at Xsolla, where he led strategic partnerships and helped scale the company from 200 to over 1,200 employees. He drove five acquisitions, launched three new product lines, and helped expand Xsolla’s global presence across gaming and digital commerce.
Nikolay is a builder and operator who understands how to take ideas from 0 to 1 and then scale them. At Compute Labs, he leads business development and investor relations, helping institutional allocators and partners gain access to the financial upside of AI infrastructure during this key period of growth.Linkedin: https://www.linkedin.com/in/nikolayfilichkin/

Website: https://www.computelabs.ai/en

Timestamps:

00:01:09 - Episode Commences
00:03:12 - AI Compute Trends and Hardware Evolution
00:11:52 - AI's Energy Demands and Solutions
00:16:57 - AI's Impact on Energy Innovation
00:19:17 - AI Infrastructure Investment Opportunity
00:23:04 - US Investment Restrictions in AI Market
00:28:13 - AI Infrastructure Investment Opportunities
00:31:21 - AI Infrastructure and Economic Impact
00:36:24 - AI's Economic Impact and Adoption
00:40:20 - GPU Investment Digitization Platform
00:47:16 - Episode Concludes

Additional Notes:

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