AI compute futures market
https://pitchbook.com/news/articles/anthropic-private-credit-ai-infrastructure-compute-futures
wow HOW could this POSSIBLY go wrong
phrases you don't expect to see in sober financial markets: "a lot of the bag holders, so to speak,"
let none mistake this for an opportunity to speculate on volatile nonsense
@davidgerard Here's a paper from October that studies this: (Early) AI Compute Asset Pricing
https://arxiv.org/html/2607.12156
(Early) AI Compute Asset Pricing