---
title: A futures market for AI computing power
description: "When the world's largest asset manager predicts a futures market for computing power and an exchange launches one within a week, the signal seems clear: compute has become the AI era's scarce commodity. Yet the same industry straining against that shortage is engineering its way out of it, targeting cost reductions of up to two orders of magnitude."
---

[Slow food for thought](https://blog.syzgroup.com/slow-food-for-thought)

# [A futures market for AI computing power](https://blog.syzgroup.com/slow-food-for-thought/a-futures-market-for-ai-computing-power)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau) | Jul 28, 2026, 10:22:24 AM

<https://blog.syzgroup.com/hubfs/Focus_260728_AIcomputingPower.pdf?hsLang=en><https://blog.syzgroup.com/hubfs/Focus-Changing%20investment%20preferences%20from%20boomers%20to%20GenZ-31.08.23.pdf?hsLang=en>

[View full post](https://blog.syzgroup.com/slow-food-for-thought/a-futures-market-for-ai-computing-power)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Charles-Henry Monchau, CFA, CMT, CAIA"
  },
  "dateModified" : "2026-07-28T10:22:24.514Z",
  "datePublished" : "2026-07-28T10:22:24Z",
  "headline" : "A futures market for AI computing power",
  "image" : {
    "@type" : "ImageObject",
    "height" : 768,
    "url" : "https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/Gemini_Generated_Image_jxyiymjxyiymjxyi.png",
    "width" : 1408
  },
  "mainEntityOfPage" : "https://blog.syzgroup.com/slow-food-for-thought/a-futures-market-for-ai-computing-power",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60,
      "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
      "width" : 60
    },
    "name" : "Slow food for thought"
  }
}
```