GPU Markets
AI
Markets
CME Launches Compute Futures as GPU Scarcity Becomes a Tradeable Commodity
Wall Street is financializing AI infrastructure scarcity, transforming GPU rental capacity into a macro risk asset as compute costs rise 2.4x annually.
AI
Markets
Core Scientific’s $3.3B Junk Bond Exposes AI Infrastructure’s Financing Fracture
A 7.933% yield on data center debt reveals the unstable economics of GPU-backed financing as Big Tech's $650B capex spree migrates from equity to bond markets.