Don Wilson(@drwconvexity):I've believed for years that compute would evolve into one of the world’s most important commodities — which is why I backed the creation of @Silicon_Data and @computeexchange two years ago. Today’s announcement from @Silicon_Data and @CMEGroup is an important step in that direction. As AI scales, compute markets are developing the same kinds of supply, volatility and capital allocation dynamics we’ve seen in energy and other major commodity markets. Futures markets matter because they improve price discovery, reduce the cost of capital and support long-term infrastructure investment.

2026.05.12 18:22

I've believed for years that compute would evolve into one of the world’s most important commodities — which is why I backed the creation of @Silicon_Data and @computeexchange two years ago. Today’s announcement from @Silicon_Data and @CMEGroup is an important step in that direction. As AI scales, compute markets are developing the same kinds of supply, volatility and capital allocation dynamics we’ve seen in energy and other major commodity markets. Futures markets matter because they improve price discovery, reduce the cost of capital and support long-term infrastructure investment.