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On May 12, 2026, the global derivatives giant Chicago Mercantile Exchange (CME) dropped a "financial nuclear bomb"—officially announcing a partnership with Silicon Data to launch the world's first AI computing power futures market within the year, awaiting regulatory approval for official launch. This is not just an ordinary financial innovation, but a milestone in transforming AI computing power from "invisible digital fuel" into standardized financial assets. A sweeping storm of computing power financialization, engulfing the tech and capital circles, is now in full swing.

If oil is the lifeblood of the industrial age, then AI computing power is the "new oil" of the digital era, serving as the core driving force behind large model training, intelligent agent operation, and digital world construction. In recent years, the AI wave has swept the globe, and GPU computing power has become the most sought-after "hard currency." High-end chips like NVIDIA H100 and A100 are in short supply, with rental prices soaring and plummeting like a roller coaster—today still "affordable hydropower," tomorrow possibly turning into "luxury luxury goods," leaving AI companies and cloud service providers struggling. Previously, the computing power market was chaotic and fragmented, lacking a unified pricing standard, much like barter in primitive societies. Companies could only passively bear cost fluctuations, with investment planning akin to "blind men feeling the elephant."

Now, CME's computing power futures have completely broken this deadlock. This futures contract is anchored to Silicon Data's daily GPU rental index, covering mainstream AI chip rental prices, using cash settlement, with no physical GPU delivery involved. Simply put, it throws a "life buoy" into the turbulent computing power market—AI companies can lock in the cost of computing power months in advance, no longer fearing "rising computing costs"; financial institutions can treat computing power as a bulk commodity like oil or gold, hedging risks and capturing profits; cloud service providers can also stabilize revenue and avoid price fluctuation shocks.

Behind this is the full-scale explosion of AI computing power financialization, with a trillion-dollar computing power market accelerating into the capital fast lane. Today, AI has evolved from "on-demand chatting" to a "continuous online" autonomous mode. Goldman Sachs predicts that over the next decade, global AI computing power consumption will surge 24 times, with daily AI queries skyrocketing to 23 billion, 30% of which will be autonomously completed by AI agents. The exponential growth in computing power demand has generated enormous financing needs. By early 2026, global debt related to AI infrastructure has exceeded $1.2 trillion, with Wall Street capital flooding into the computing power sector. The launch of computing power futures is a key step in deeply binding capital to the AI industry, transforming computing power from a mere "production tool" into a core financial asset that can be priced, traded, and financed.

From computing power leasing and pledges to futures, AI computing power financialization is progressing layer by layer and penetrating comprehensively. CME's strategic move elevates the financial attributes of computing power to the peak—future, computing power will not only be the core competitiveness of the AI industry but also an important trading target in the global financial market, reshaping the cost structure, investment logic, and global competitive landscape of the AI industry chain. It is foreseeable that with the official launch of computing power futures, this game of tech and capital centered on "computing power" will become even more intense, and the wealth code of the AI era is hidden within this surging wave of computing power financialization.