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“AI Compute Futures” — Has Wall Street Gone Too Far?

CME Group is launching AI compute futures, allowing computing power to be traded like a commodity, a move that raises questions about Wall Street's enthusiasm for AI. The announcement was discussed by Ed Elson and Rohan Goswami on the Prof G Pod, alongside analysis of recent CPI inflation data by Moody's Analytics chief economist Mark Zandi and commentary on high-profile departures from OpenAI.

read1 min views1 publishedAug 13, 2026
“AI Compute Futures” — Has Wall Street Gone Too Far?
Image: Profgmedia (auto-discovered)

Ed Elson is joined by Rohan Goswami to break down the CME’s move to offer AI compute futures such that computing power can be traded like a commodity. Then, Mark Zandi returns to unpack the latest inflation data from the consumer price index. Finally, Ed shares his thoughts on what the recent high profile departures from OpenAI mean for the markets.

Rohan Goswami is a business reporter at Semafor and the co-host of Compound Interest. Mark Zandi is the chief economist at Moody’s Analytics.

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