Silicon Data2026-09-22 05:09:57Silicon Data CEO Carmen Li says GPU prices may be turned into a futures marketSilicon Data CEO Carmen Li said the company plans to turn GPU pricing into a futures market, according to a Techub News brief citing Crypto Briefing. The proposal is framed as an effort to reshape how AI computing is priced through financial derivatives. If pursued, the move would connect GPU pricing more directly with market-based trading tools commonly used in other asset classes. The report said the idea could affect the global technology economy and financial trading strategies, though no timeline or product details were disclosed in the source item. Silicon Data was identified as an AI computing infrastructure company, and Li was named as the executive behind the plan.370
CME Group2026-08-25 03:04:09CME said to target October 2026 launch for compute futures as Chamath argues GPU capacity could become a new asset classVenture investor Chamath Palihapitiya says CME Group and GPU market intelligence firm Silicon Data plan to launch compute futures on Oct. 5, 2026, subject to regulatory review, a move he frames as an early step toward turning GPU capacity into a tradable financial asset. In a recent essay, he argues that AI infrastructure now faces the same kind of cost volatility that pushed energy markets toward futures-based hedging, but without mature instruments to lock in prices. He cites data showing global AI capital expenditure reached $765 billion in 2026, above the oil and gas sector’s $681 billion, with spending expected to nearly double by 2031. Morgan Stanley, he notes, estimates AI could generate roughly $40 trillion in economic opportunity as adoption spreads. Still, Chamath flags major obstacles. GPU rental prices can swing sharply, hardware collateral loses value as new NVIDIA chips arrive, and data center projects take two to three years to complete without a reliable way to secure future compute pricing. He also points to structural challenges: the GPU supply base remains concentrated, and the market still lacks a standard definition for a unit of compute. Research cited in the essay found performance gaps of as much as 34.5% for H100 chips in one test, and as much as 38% overall across identical workloads.1180
Silicon Data2026-08-12 01:37:15Silicon Data closes first tranche of $30.5 million Series A led by Valor Atreides AI FundSilicon Data, a data infrastructure company focused on the GPU market, said it has completed the first close of a $30.5 million Series A round led by Valor Atreides AI Fund. The round also included CME Ventures, DRW, Samsung Next, VanEck, Jump Trading and Wintermute, according to Odaily. The company said the new capital will be used to build out GPU benchmark pricing, performance measurement, institutional and alternative data, as well as risk infrastructure for derivatives, insurance and credit markets. Silicon Data currently collects information from about 100 GPU rental platforms across more than 40 countries and processes over 150,000 verified price records each day. The company also disclosed that CME Group plans to use its benchmark as the reference price for proposed cash-settled GPU futures, pending regulatory approval.2130
CME2026-08-11 15:02:01CME and Silicon Data to launch compute power futures on Oct. 5CME and Silicon Data have set Oct. 5 for the launch of compute power futures, according to a BlockBeats report published on Aug. 11. The initial lineup will include two contracts: the Silicon Data H100 Rental Index Futures and the Silicon Data B200 Rental Index Futures. Both products are designed to track indexes that measure the hourly rental cost of GPUs. The update identifies the launch date, the partners involved, and the names of the first two contracts, while indicating that the underlying benchmarks focus on GPU leasing prices on an hourly basis.1820
CME Group2026-07-23 16:50:16CME Group, DRW Join Forces to Launch World's First Compute Futures Market Based on H100 GPU RentCME Group partners with DRW's Silicon Data to develop a compute futures market tied to NVIDIA H100 GPU rental rates, enabling AI firms and cloud providers to hedge future compute costs. Launch expected later 2026.650