Carmen Lee
speaker
95 appearances
2 recordings
1 series
first heard May 2026
last heard 18 May
Carmen Lee’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.
Appearances
Now with the futures contracts, as you are pointing out, this is the ability to hedge for future moves, um, putting a price to or uh really the the the bet of where these contracts are going to be.
Traded in the future.
So it's both looking at where is the price of these GPU processing power trading today, and where do we see it in the few weeks, months, and as it builds out, it's it's really going to be uh it it has to to develop, and I think that it's something that also needs the blessing of regulators.
Um but that is the the intent is to to be able to
To put a price on not just where the this power is trading at the very moment, but in the future.
I do think it was all about the ecosystem.
What silicon data and what Carmen was building from the very start was again one pillar to something that was much larger.
And when we talk about transparency, before today, there really wasn't a big player like CME that was able to bring compute as an asset class to the market in this way.
CME as a derivatives.
Exchange, they already have the traders, and so you might not have just the tech firms and the AI providers, uh, the superscalers that are going to be using this to hedge their own costs, but you're bringing an entire new institutional base that is going to look at this asset class in the same way that they would oil, metals, and other things that they trade.
So it's it's gonna be kind of a
mix of many different worlds that is going to build this ecosystem, this new market.
Yes, uh you already have seen some exchanges, some upstarts, but no one to the size of CME, which is the largest US derivatives exchange, come into this space.
It's very likely that we'll see other large exchange operators that will jump into this and build their own marketplace because it's all about the more liquidity, the more trading, and the more interest that you can build, the better it is for the market.
А за хол, і дозне нет тобі.
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