AI compute is the new oil–and needs a new market
THE SO WHAT
Framing AI compute as “the new oil” with a missing market hints at emerging spot, futures, and capacity-trading mechanisms for GPUs and power. If you’re a heavy AI consumer or infra provider, start modeling scenarios where you buy or sell compute like a commodity—hedging, long-term offtake, and arbitrage will move from energy desks into your planning.
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