Compute is the next commodity: building financial infrastructure for GPU markets

AnneliesGamble · x · 2026-10-15

An X Article argues compute will become a commodity like oil: GPUs are the rigs, compute the oil, inference the refining, tokens the gas, enterprise the car. With the market still supply-constrained, the author calls for financial infrastructure (futures, indices) to make compute a liquid, tradable market.

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