skinny.

Latest / Investor Mindset

Compute Futures: The Next Big AI Asset Class? Nvidia, GPU Costs & the Future of AI Investing

Could AI compute become the next major commodity — like oil or electricity?

In this episode of Investor Mindset, Anton Saburov talks with trader and investor Abhinesh Daas about the emerging world of compute futures, GPU pricing, AI infrastructure, and a potential new asset class built around the cost of artificial intelligence.

As AI becomes a core operating expense for startups, enterprises, hedge funds, healthcare companies, and technology businesses, the cost of GPU compute and AI tokens could become increasingly important — and increasingly volatile.

We discuss how futures and…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.