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Wall Street’s GPU Futures Push Stalls at the CFTC

The launch of futures for rental prices on Nvidia GPUs, which are seen as important to make AI compute an investable asset class, is hitting a snag. CME Group had hoped to launch contracts as soon as early October, but it won’t have regulatory approval by then. The Commodity Futures Trading Commission, which regulates the futures market, is extending its review as it digs into how such contracts work and seeks comments from the broader industry, according to a letter to the exchange seen by...

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Introducing the AI Inflection Index: What 9,500 Articles Say About What’s Coming Next

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Community Commentary

Donald ValentinaConsigliere
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Fascinating. More like this please.
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Favorite read in a while.
Paul BaierCEOGai Insights
on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%
The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).
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