Commentary on X
Treating compute like a raw commodity is the ultimate sign of AI market maturation. The transition from OTC deals to standardized forward curves is exactly what happened to energy before it exploded into a multi-trillion-dollar derivatives market. If compute is the new oil, prediction markets are building the new NYMEX 🛢️🤖
11:56 PM · Jul 14, 2026@mansourtarek_ This doesn't make a lot of sense. Price discovery for forward curves on a GPUs need to be anchored on real hedging usage not from speculative flow.
4:01 AM · Jul 15, 2026@mansourtarek_ This is awesome, will add this feature to the data center game.
10:04 PM · Jul 14, 2026Combined views
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