Twitter/X

@anirudhnarayan predicts compute will become the world’s largest commodity and is…

2026-03-19 · 03:47 UTC ·@anirudhnarayan ·0 min read

Brief

Compute markets will become the world’s largest commodity, says @anirudhnarayan, who is bullish on compute marketplaces and eventual tokenization. Citing Alex Konrad’s March 19, 2026 exclusive, Andromeda — spun out of AI-focused VC NFDG — now runs at $100M annualized revenue, holds a $1.5B valuation after a $60M Paradigm round, and CEO @WMoushey plans to build a global AI compute marketplace.

Why it matters

@anirudhnarayan predicts compute will become the world’s largest commodity and is “very bullish” on compute markets and eventual tokenization (tweeted 2026-03-19).

Key details

  • Andromeda, spun out of AI-focused VC NFDG, is now a standalone startup with a $100M run rate and a $1.5B valuation after raising $60M from Paradigm; CEO @WMoushey is building a market for global AI compute (Alex Konrad exclusive).
Source evidence

title: @anirudhnarayan: Compute will become the world’s largest commodity

Very bullish on compute markets and eventually to...
author: @anirudhnarayan
contenttype: tweet
publication: Twitter/X
published: 2026-03-19T03:47:55+00:00
sourceurl: https://x.com/anirudhnarayan/status/2034476936320168439

word_count: 69

Compute will become the world’s largest commodity

Very bullish on compute markets and eventually tokenization

Alex Konrad (@alexrkonrad)

Exclusive: Andromeda started out as a project by AI-focused VC firm NFDG.

Now it's a standalone startup with a run rate of $100M and a $1.5B valuation after raising $60M from Paradigm.

I spoke to CEO @WMoushey about his plans to build a better market around global AI compute.

— https://nitter.net/alexrkonrad/status/2034296802430583069#m