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Last week, the **CME Group** (the world’s largest derivatives exchange) announced a partnership with Silicon Data to launch the first ever [futures contracts for AI computing power](https://finance.yahoo.com/markets/options/articles/cme-group-enters-ai-compute-010930223.html). CME’s CEO, Terrence Duffy, literally called compute "[the new oil of the 21st century](https://www.ft.com/content/3e6b81e3-954d-4ac1-936b-00ea865bc98d?syn-25a6b1a6=1)." While it sounds like niche financial plumbing, this is actually a massive structural catalyst that completely de-risks the next two years of the AI hardware boom. Right now, building a state of theart AI data centre costs billions, creating …
— ORIGINAL POST ·
Compute is the new oil: Why the CME’s new AI compute futures just quietly guaranteed the next 24 months of the Nvidia and hyperscaler supercycle.
· r/investing
· May 14, 2026