Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity
CME will launch futures on Nvidia H100 and B200 compute, but Semafor’s Rohan Goswami says Nvidia’s dominance could prevent a true commodity market.
A big marketplace is creating a new trading tool for Nvidia computer chips, but Nvidia is so popular that it might stop these chips from becoming a true commodity—like wheat or oil—that anyone can easily swap around.
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