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GPU Compute Futures?🖥️ Starting October 5th, CME Group will start offering Computer Futures contracts in collaboration with Silicon Data. These futures aim to track the hourly rental price of Al chips and standardize GPU hours into a tradable commodity with a publicly available price, similar to existing commodities like...

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julia

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25,400 次观看 • 1 个月前 •via TikTok

财经科学技术#finance#gpu#nvidia#trading#compute
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Compute futures have arrived: quarterly, monthly & yearly contracts on Nvidia H100/H200 prices trading on Architect. Purpose-built for companies with exposure to GPU price volatility. Intuitive trading interface, instant settlement, our team online 24/7.
0:33

Compute futures have arrived: quarterly, monthly & yearly contracts on Nvidia H100/H200 prices trading on Architect. Purpose-built for companies with exposure to GPU price volatility. Intuitive trading interface, instant settlement, our team online 24/7.

Brett Harrison

354,173 次观看 • 6 个月前

The financialization of compute is here. Architect has launched 24/7 perpetuals on Nvidia H100 GPU prices — the first regulated futures contracts on compute, built with Ornn’s live market indices. The AI economy has its first exchange-traded futures market.
0:24

The financialization of compute is here. Architect has launched 24/7 perpetuals on Nvidia H100 GPU prices — the first regulated futures contracts on compute, built with Ornn’s live market indices. The AI economy has its first exchange-traded futures market.

Brett Harrison

73,418 次观看 • 7 个月前

Architect is now pre-onboarding individuals and institutions to trade US-listed compute futures on the American Innovation Exchange, launching imminently. Open an account on our website or app, trade the first-ever US GPU futures and options, join our liquidity programs: American Innovation Exchange futures are purpose-built for the US AI ecosystem: • Compute consumers (AI labs, model developers, hyperscalers) can hedge forward GPU pricing and reduce earnings volatility. • Compute producers and neocloud operators can hedge inventory, generate yield through covered strategies, and better finance expansion. • Asset managers, hedge funds, and proprietary trading firms gain efficient, regulated long/short exposure to compute as a distinct asset class. • The broader market benefits from transparent price discovery, a visible forward curve for deprecation, and supply/demand forecasting, and reduced basis risk through collaboration with index providers. Trading will be supported across desktop, mobile, and API, with order book and block trading capabilities. The launch of Architect’s compute futures marks a significant step in developing mature US financial markets for AI infrastructure and supporting the critical buildout of American compute capacity. We look forward to offering a seamless trading experience with low fee and favorable margin treatment to individuals and firms across AI and finance.
0:22

Architect is now pre-onboarding individuals and institutions to trade US-listed compute futures on the American Innovation Exchange, launching imminently. Open an account on our website or app, trade the first-ever US GPU futures and options, join our liquidity programs: American Innovation Exchange futures are purpose-built for the US AI ecosystem: • Compute consumers (AI labs, model developers, hyperscalers) can hedge forward GPU pricing and reduce earnings volatility. • Compute producers and neocloud operators can hedge inventory, generate yield through covered strategies, and better finance expansion. • Asset managers, hedge funds, and proprietary trading firms gain efficient, regulated long/short exposure to compute as a distinct asset class. • The broader market benefits from transparent price discovery, a visible forward curve for deprecation, and supply/demand forecasting, and reduced basis risk through collaboration with index providers. Trading will be supported across desktop, mobile, and API, with order book and block trading capabilities. The launch of Architect’s compute futures marks a significant step in developing mature US financial markets for AI infrastructure and supporting the critical buildout of American compute capacity. We look forward to offering a seamless trading experience with low fee and favorable margin treatment to individuals and firms across AI and finance.

Brett Harrison

10,259 次观看 • 4 个月前

Larry Fink was talking about compute futures becoming a new asset class just a few months ago now we're trading GPU rental prices with 10x leverage onchain 😭
0:21

Larry Fink was talking about compute futures becoming a new asset class just a few months ago now we're trading GPU rental prices with 10x leverage onchain 😭

WallStreetBets

71,415 次观看 • 16 天前

Announcing ComputeConnect, the financial industry’s first exchange-for-physical (EFP) network for compute, coming soon from Architect and Compute Desk. ComputeConnect links US exchange-traded compute futures to compute capacity delivery. Exchange-listed cash-settled compute futures are entering US markets to correct course on the current AI economy, reorienting debt to long-term growth: • Creating price discovery and transparency independent of any single capacity provider. • Establishing a forward curve for measuring deprecation and forecasting supply and demand. • Providing financial hedges for compute consumers and producers. • Enabling hedge funds, ETF companies, and traders to gain long and short financial exposure to compute. US cash-settled compute futures lack a physical delivery mechanism, and ComputeConnect fills this gap. Existing physically settled futures such as energy and agriculturals require their clearing house (DCO) to set a uniform standard for the grade and delivery method for the underlying commodity. Compute, by contrast, is highly fragmented, heterogeneous, and rapidly evolving, making it infeasible for any single DCO to define and enforce comparable standards. ComputeConnect establishes a network of compute capacity providers and links the network with Architect’s US futures products using exchange-for-physicals (EFPs), OTC contracts in which futures positions are exchanged for the assets the futures track. EFPs allow counterparties to negotiate the grade, timing, location, and other characteristics of the commodity along with a basis tied to the futures settlement price. ComputeConnect will • Build a network of capacity providers and capacity marketplaces. • Establish an open protocol for members of the network to receive delivery requests and advertise available GPUs. • Publish standard basis tables for different SKUs, memory configurations, and locations for GPUs. • Book the futures legs of the transactions to Architect’s DCM, the American Innovation Exchange. • Facilitate and guarantee delivery of capacity using Compute Desk’s ComputeClear platform. The advancement of US AI is constrained at every link in the supply chain: materials, power, chips, capital… The American Innovation Exchange, ComputeConnect, and our industry partners aim to secure compute’s dominance as an American asset class.
0:21

Announcing ComputeConnect, the financial industry’s first exchange-for-physical (EFP) network for compute, coming soon from Architect and Compute Desk. ComputeConnect links US exchange-traded compute futures to compute capacity delivery. Exchange-listed cash-settled compute futures are entering US markets to correct course on the current AI economy, reorienting debt to long-term growth: • Creating price discovery and transparency independent of any single capacity provider. • Establishing a forward curve for measuring deprecation and forecasting supply and demand. • Providing financial hedges for compute consumers and producers. • Enabling hedge funds, ETF companies, and traders to gain long and short financial exposure to compute. US cash-settled compute futures lack a physical delivery mechanism, and ComputeConnect fills this gap. Existing physically settled futures such as energy and agriculturals require their clearing house (DCO) to set a uniform standard for the grade and delivery method for the underlying commodity. Compute, by contrast, is highly fragmented, heterogeneous, and rapidly evolving, making it infeasible for any single DCO to define and enforce comparable standards. ComputeConnect establishes a network of compute capacity providers and links the network with Architect’s US futures products using exchange-for-physicals (EFPs), OTC contracts in which futures positions are exchanged for the assets the futures track. EFPs allow counterparties to negotiate the grade, timing, location, and other characteristics of the commodity along with a basis tied to the futures settlement price. ComputeConnect will • Build a network of capacity providers and capacity marketplaces. • Establish an open protocol for members of the network to receive delivery requests and advertise available GPUs. • Publish standard basis tables for different SKUs, memory configurations, and locations for GPUs. • Book the futures legs of the transactions to Architect’s DCM, the American Innovation Exchange. • Facilitate and guarantee delivery of capacity using Compute Desk’s ComputeClear platform. The advancement of US AI is constrained at every link in the supply chain: materials, power, chips, capital… The American Innovation Exchange, ComputeConnect, and our industry partners aim to secure compute’s dominance as an American asset class.

Brett Harrison

28,562 次观看 • 4 个月前

Carmen Li , CEO of Silicon Data and Compute Exchange , joins the show to explain how compute is becoming a brand-new asset class. A former energy options market maker at DRW who later ran global data integrations at Bloomberg , Carmen was pre-seeded by DRW founder Don Wilson to build the GPU industry benchmarks. Silicon Data is the referee "the Bloomberg for compute" while Compute Exchange is the liquidity layer where GPUs, tokens and servers change hands. We get into why token price indexes are falling, recent token & model consumption trends, why GPU residual values are above accounting depreciation schedules, and how neoclouds, their lenders, and compute users can hedge GPU exposure to reduce business volatility. • "The A100 has been around for six years at this point, and we still see three-year contracts signed on A100s." Residual values are still hovering above five-year straight-line depreciation. • “we'd definitely be looking at 30 trillion of [GPU] derivatives every year." Topics: Compute as an asset class, GPU indices, CME compute futures, GPU depreciation and useful life, neoclouds, token pricing, AI chip supply chain, 💡 This episode is presented by: Oxford Data Plan –The Home of Alternative Data *Not Investment Advice. Highlights: (0:00) Doug introduces Carmen Li, CEO of Silicon Data and Compute Exchange (0:20) From energy options market maker at DRW to Bloomberg Data, and why AI startups' swinging GPU costs made compute an industry-wide hedging problem (4:09) How DRW founder Don Wilson pre-seeded Silicon Data, and building products with no product or sales team (6:10) Two sides of the coin: Silicon Data as "the Bloomberg for compute" and Compute Exchange as "the Nasdaq for compute" (7:49) Licensing indices to CME for H100 and B200 compute futures, and four ETFs filed before the futures even trade (10:22) What makes an index the source of truth: tracking supply-demand, resisting manipulation, staying neutral (12:57) Normalizing 50 B200 server configurations, and what earns a premium or a discount to the benchmark (16:04) Sizing the market: from 1–3 trillion in spot compute to a potential 30 trillion in derivatives notional (18:13) Who hedges first: neoclouds, hyperscalers and the financiers holding GPUs on their balance sheets (21:06) Michael Burry's depreciation bear case vs. the physical market: A100s still signing three-year contracts after six years (22:49) Why older chips stay productive: cooling, floor weight, wait times and the second-hand market (26:20) 300+ neoclouds and why more data sources make an index harder to manipulate (28:48) B200s at ~$5 per GPU hour, the implied forward curve and the shift into contango (31:18) Why an index provider can't give forward guidance, or own the assets it measures (33:59) Token indices on the Bloomberg Terminal, and a leading indicator for AI revenue (37:03) Why token prices are falling: workflows moving to open-source and open-weight models (38:51) Token pricing has no transparency, and why customers will demand control (41:49) Where to invest in the AI stack, lessons from the internet era and why "AI is a gigantic baby" (45:03) Homegrown silicon, fab capacity and why a hundred chip designers can't create a bubble (48:56) Why compute futures enable price discovery, not a bubble (49:29) Running a data company and a marketplace at the same time (52:47) Carmen's lesson for entrepreneurs: pick something you love (54:08) The vision: the liquidity provider and the referee for every layer of the cake Research Sponsors: Fiscal.ai - Delivering Modern Financial Data Infrastructure. 15% discount with code PITCH AlphaSense Grade AI Carbon Arc Infrastructure for the AI Economy Pitch The PM Links: 📩Early episode drops episode feedback on Substack Daily industry chatter and market color on LinkedIn Carmen Li Links: Carmen LI on LinkedIn: Silicon Data: Compute Exchange:
56:54

Carmen Li , CEO of Silicon Data and Compute Exchange , joins the show to explain how compute is becoming a brand-new asset class. A former energy options market maker at DRW who later ran global data integrations at Bloomberg , Carmen was pre-seeded by DRW founder Don Wilson to build the GPU industry benchmarks. Silicon Data is the referee "the Bloomberg for compute" while Compute Exchange is the liquidity layer where GPUs, tokens and servers change hands. We get into why token price indexes are falling, recent token & model consumption trends, why GPU residual values are above accounting depreciation schedules, and how neoclouds, their lenders, and compute users can hedge GPU exposure to reduce business volatility. • "The A100 has been around for six years at this point, and we still see three-year contracts signed on A100s." Residual values are still hovering above five-year straight-line depreciation. • “we'd definitely be looking at 30 trillion of [GPU] derivatives every year." Topics: Compute as an asset class, GPU indices, CME compute futures, GPU depreciation and useful life, neoclouds, token pricing, AI chip supply chain, 💡 This episode is presented by: Oxford Data Plan –The Home of Alternative Data *Not Investment Advice. Highlights: (0:00) Doug introduces Carmen Li, CEO of Silicon Data and Compute Exchange (0:20) From energy options market maker at DRW to Bloomberg Data, and why AI startups' swinging GPU costs made compute an industry-wide hedging problem (4:09) How DRW founder Don Wilson pre-seeded Silicon Data, and building products with no product or sales team (6:10) Two sides of the coin: Silicon Data as "the Bloomberg for compute" and Compute Exchange as "the Nasdaq for compute" (7:49) Licensing indices to CME for H100 and B200 compute futures, and four ETFs filed before the futures even trade (10:22) What makes an index the source of truth: tracking supply-demand, resisting manipulation, staying neutral (12:57) Normalizing 50 B200 server configurations, and what earns a premium or a discount to the benchmark (16:04) Sizing the market: from 1–3 trillion in spot compute to a potential 30 trillion in derivatives notional (18:13) Who hedges first: neoclouds, hyperscalers and the financiers holding GPUs on their balance sheets (21:06) Michael Burry's depreciation bear case vs. the physical market: A100s still signing three-year contracts after six years (22:49) Why older chips stay productive: cooling, floor weight, wait times and the second-hand market (26:20) 300+ neoclouds and why more data sources make an index harder to manipulate (28:48) B200s at ~$5 per GPU hour, the implied forward curve and the shift into contango (31:18) Why an index provider can't give forward guidance, or own the assets it measures (33:59) Token indices on the Bloomberg Terminal, and a leading indicator for AI revenue (37:03) Why token prices are falling: workflows moving to open-source and open-weight models (38:51) Token pricing has no transparency, and why customers will demand control (41:49) Where to invest in the AI stack, lessons from the internet era and why "AI is a gigantic baby" (45:03) Homegrown silicon, fab capacity and why a hundred chip designers can't create a bubble (48:56) Why compute futures enable price discovery, not a bubble (49:29) Running a data company and a marketplace at the same time (52:47) Carmen's lesson for entrepreneurs: pick something you love (54:08) The vision: the liquidity provider and the referee for every layer of the cake Research Sponsors: Fiscal.ai - Delivering Modern Financial Data Infrastructure. 15% discount with code PITCH AlphaSense Grade AI Carbon Arc Infrastructure for the AI Economy Pitch The PM Links: 📩Early episode drops episode feedback on Substack Daily industry chatter and market color on LinkedIn Carmen Li Links: Carmen LI on LinkedIn: Silicon Data: Compute Exchange:

Doug Garber

18,624 次观看 • 27 天前

Larry Fink is the CEO of BlackRock, the world’s largest asset manager, currently overseeing roughly $15.3 trillion in AUM. Here is what he said in today’s CNBC interview: > The world is short power > Short compute > Short chips > Increasingly short memory Fink believes this scarcity could turn computing power into a financial asset of its own. In the future, “compute futures” will allow companies to lock in future capacity and hedge costs just like businesses do with oil or electricity. This is a much bigger idea than simply “Nvidia will sell more GPU” And you’re still bearish on AI infrastructure?
1:26

Larry Fink is the CEO of BlackRock, the world’s largest asset manager, currently overseeing roughly $15.3 trillion in AUM. Here is what he said in today’s CNBC interview: > The world is short power > Short compute > Short chips > Increasingly short memory Fink believes this scarcity could turn computing power into a financial asset of its own. In the future, “compute futures” will allow companies to lock in future capacity and hedge costs just like businesses do with oil or electricity. This is a much bigger idea than simply “Nvidia will sell more GPU” And you’re still bearish on AI infrastructure?

Kenjatina

60,304 次观看 • 3 个月前

$INFERRA Just came across Inferra and this one actually feels really interesting. 9ufM9TJd1UEmi9awnGfxCkCHAgQ3JZ5Sw6YxeSeEASY They're building a decentralized marketplace where AI compute becomes a tradable commodity. Instead of letting GPU power sit idle, providers can list verified compute capacity while users can buy, sell, trade, or redeem it for actual compute access. What caught my attention is that they're approaching compute like a real market, with spot trading, futures, and eventually inference markets. As AI demand keeps exploding, compute is becoming one of the most valuable resources in the industry. Projects focused on making that resource more liquid and accessible make a lot of sense to me. High risk as marketcap is tiny. But definitely an interesting compute bet I aped small. DYOR. RR
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$INFERRA Just came across Inferra and this one actually feels really interesting. 9ufM9TJd1UEmi9awnGfxCkCHAgQ3JZ5Sw6YxeSeEASY They're building a decentralized marketplace where AI compute becomes a tradable commodity. Instead of letting GPU power sit idle, providers can list verified compute capacity while users can buy, sell, trade, or redeem it for actual compute access. What caught my attention is that they're approaching compute like a real market, with spot trading, futures, and eventually inference markets. As AI demand keeps exploding, compute is becoming one of the most valuable resources in the industry. Projects focused on making that resource more liquid and accessible make a lot of sense to me. High risk as marketcap is tiny. But definitely an interesting compute bet I aped small. DYOR. RR

Crypto Ideology ✍🏻

14,105 次观看 • 4 个月前

Introducing De Cloud GPU Marketplace – the ultimate solution for your GPU rental needs! With De Cloud, you're in control. Enjoy the best rates in the market on an hourly basis, ensuring you only pay for what you use. No more hefty contracts or hidden fees – just straightforward, professional service. Say hello to efficiency and goodbye to unnecessary expenses. Experience the power of De Cloud GPU Marketplace:
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Introducing De Cloud GPU Marketplace – the ultimate solution for your GPU rental needs! With De Cloud, you're in control. Enjoy the best rates in the market on an hourly basis, ensuring you only pay for what you use. No more hefty contracts or hidden fees – just straightforward, professional service. Say hello to efficiency and goodbye to unnecessary expenses. Experience the power of De Cloud GPU Marketplace:

De Cloud

63,378 次观看 • 2 年前

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📚 New to futures trading? Start with the basics. This video breaks down how liquidation works — from Mark Price and Liquidation Price to Margin Ratio — and what traders can do to manage risk before it gets too high. ⚠️ Reminder: Futures trading involves leverage, funding, liquidity, liquidation, and ADL risks. Always review the contract rules and manage your risk carefully. 🎥 Watch the full tutorial: 👉 Explore XT Futures: #XTexchange #Futures #CryptoTrading

XT Exchange 🚀

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We’re thrilled to announce that Gata Decentralized GPU Cloud is now LIVE! Start today → Built to accelerate the decentralization of the open AI economy, Gata enables anyone, anywhere to access decentralized GPU infrastructure, to build, train, and deploy AI models with full transparency and efficiency. GPU credits are now available for purchase directly with $GATA, creating a seamless bridge between compute and the decentralized economy.
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We’re thrilled to announce that Gata Decentralized GPU Cloud is now LIVE! Start today → Built to accelerate the decentralization of the open AI economy, Gata enables anyone, anywhere to access decentralized GPU infrastructure, to build, train, and deploy AI models with full transparency and efficiency. GPU credits are now available for purchase directly with $GATA, creating a seamless bridge between compute and the decentralized economy.

Gata

49,241 次观看 • 1 年前

Trading has commenced on Abaxx Exchange! Our first 5 centrally-cleared, physically-deliverable futures contracts in #LNG and #Carbon are now available for trading, supported by better price discovery & #riskmanagement tools to meet the commercial needs of the #energytransition
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Trading has commenced on Abaxx Exchange! Our first 5 centrally-cleared, physically-deliverable futures contracts in #LNG and #Carbon are now available for trading, supported by better price discovery & #riskmanagement tools to meet the commercial needs of the #energytransition

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NVIDIA CEO Jensen Huang announces the GB10 superchip GPU+CPU package for use with workstations packing 1 petaFLOPS of compute and a 4TB SSD
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NVIDIA CEO Jensen Huang announces the GB10 superchip GPU+CPU package for use with workstations packing 1 petaFLOPS of compute and a 4TB SSD

Tsarathustra

131,659 次观看 • 1 年前

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AIRian is thrilled to announce a strategic partnership with io.net, a leading decentralized GPU compute platform. 🤝 This collaboration marks a significant milestone for AIRian as we embark on building the largest Web 3.0 running community. 🚀 With the support of we’ll be deploying and expanding GPU compute resources to power an active user community. AIRian’s application and platform will collect all the data people generate in their daily lives including walking, running, marathon, and healthcare related data and create extensive Sports-AI models focused on running behavior, statistics, etc. AIRian will also expand into GPS-based applications including competitions, Web3 games, and more. 🏃🏻🏃‍♂️🏃‍♀️ The frictionless access to GPU compute will allow us to easily accommodate our rollout and meet compute demands when we need it, as we need it. AIRian. Binance $AIR #AIRian #AIR #ionet #DePin #AI #SportsAI #dApp #socialFi

AIRian.

66,192 次观看 • 2 年前

TRENDING: University of Chicago students are protesting at the CME, demanding an end to the federal ban on onion futures Student-led group For Our Futures is rallying to call for a repeal of the 1958 Onion Futures Act
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I recorded this for those who may wonder what oil futures wash trading to pin the price at a predetermined price level looks like 11 minutes 1 sec candles x16 speed $USOIL
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I recorded this for those who may wonder what oil futures wash trading to pin the price at a predetermined price level looks like 11 minutes 1 sec candles x16 speed $USOIL

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$GPU is about to become the backbone of decentralized AI compute | Node AI | $GPU
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$GPU is about to become the backbone of decentralized AI compute | Node AI | $GPU

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55,563 次观看 • 1 年前

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