With trillions of dollars flowing into AI infrastructure, market participants are looking for transparent ways to price their investments and manage risk. That is where a financial product like futures comes into play. The notion that GPU compute could one day trade like soybeans or crude oil is quickly shifting from a Silicon Valley pipe dream … to reality. In this episode, Peter Keavey, managing director of energy and environmental products at CME Group, explains the role that futures, specifically compute futures, can play in expanding this nascent market. 

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Learn more about Compute Futures from CME Group.

Highlights

01:08 - What Are Compute Futures? 
02:45 - Key Market Participants
03:11 - Scale of the Compute Market & Importance of Price Signals
04:59 - Market Risks: Supply Chain, Energy & Power Dynamics
06:57 - Weather Risks & Geographical Considerations
08:17 - Data Center Locations & Attribute Pricing
09:59 - Future Chip Generations & CME Innovation Strategy
11:48 - Managing Industry Developments & AI R&D Trends
13:33 - Expected Launch Timeline 

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