Wall Street Gears Up for GPU Futures as Computing Power Becomes a Tradable Commodity

Major commodity brokers are preparing to trade derivatives tied to the cost of renting computing power for artificial intelligence, marking a major shift in how the infrastructure underpinning AI development is bought and sold. Firms including ADM Investor Services, BGC Group Inc., and Nanhua USA LLC are readying infrastructure for derivatives trading in advance of regulatory approval, with CME Group and index provider Silicon Data having already launched two futures contracts on October 5, 2026, that track monthly rental prices for Nvidia H100 and B200 GPUs.