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The Chicago Mercantile Exchange officially announces the launch of the "Computing Power" futures market.
Oil futures are priced based on oil prices.
So how is this computing power calculated?
It should be based on locking in future GPU rental prices.
Currently, the core benchmarks are:
NVIDIA H100
A100
B200
and other AI GPU cloud rental prices.
And the essence of computing power is: energy * chip technology.
Here, energy mainly refers to: electricity.
Chip technology mainly refers to: AI chips.
Therefore, long-term investment in electricity capacity and leading stocks in the chip industry should be the right move!