Chamath Palihapitiya, GP @ Social Capital
CME and Silicon Data are launching compute futures contracts in October 2026, addressing a $765B AI capex market that now exceeds oil and gas spending. The piece explores whether compute can become a multi-trillion-dollar asset class despite concentration and performance variability challenges.
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Topics: AI (Horizontal) · Energy & Climate
Published by Chamath Palihapitiya · their site ↗
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