Compute is the New Crude Oil. But Its Market is Still Stuck like in the 1800s. TL; DR: → GPU compute is a ~$99B market (2025) growing at 14%+ CAGR, but it trades like a commodity from the pre-exchange era: opaque pricing, no hedging instruments, wild price swings ($1-$8/hr for
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Compute is the New Crude Oil. But Its Market is Still Stuck like in the 1800s. TL; DR: → GPU compute is a ~$99B market (2025) growing at 14%+ CAGR, but it trades like a commodity from the pre-exchange era: opaque pricing, no hedging instruments, wild price swings ($1-$8/hr for