The New Oil: BlackRock, the $13 Trillion Behemoth, and the Dawn of the Compute Futures Market.

    https://sylvainsaurel.substack.com/p/the-new-oil-blackrock-the-13-trillion

    Posted by sylsau

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    1. 🛢️ **GPU computing power is the new oil. And Wall Street is moving in.**

      BlackRock ($13 Trillion AUM) just called it: the trading market for compute futures is coming.

      Soon, AI companies and financial institutions won’t just fight over hardware—they’ll trade 1-hour blocks of GPU time on a global futures market, exactly like barrels of crude oil.

      With global oil demand sitting at $2 Trillion, the AI compute market is poised to be just as massive, if not bigger. It’s the ultimate hedge against supply shortages and the next massive asset class for traders.

      **Are you ready for the commoditization of AI?**

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