Summit Khatiwada

I spend most of my time reading GPU spec sheets and SEC filings — trying to understand the AI infrastructure buildout from both sides at once, the technical and the financial. Most people covering this space are strong in one and weak in the other; I’d rather hold both.

That split isn’t accidental — it’s an MS in AI from Georgia Tech and an MBA from UIUC, on top of a CS background before that.

That shows up in two things I’m building right now. AI Compute Tracker is a public, automated data tracker — GPU pricing, hyperscaler capex, AI funding — pulled straight from primary sources and updated daily, with the real limitations of the data stated plainly instead of glossed over. Marginal Intelligence is where I write about what the numbers actually mean.

Outside of that, I’m generally happiest debugging something at 2am or arguing with a spreadsheet. Based in Frisco, TX — feel free to reach out.