On November 11, the UK's Financial Times reported that the US Commodity Futures Trading Commission (CFTC) has decided to extend the review period for futures contracts tied to AI chip rental prices by at least 60 days, meaning that related trading activity cannot begin until early 2027 at the earliest. The decision has not yet been made public. CME Group had previously planned to launch GPU futures contracts as early as October, linked to the rental prices of NVIDIA's H100 and B200 chips, with the relevant price index designed by startup Silicon Data. The delay comes as regulators seek public comment on how to manage risks in the emerging computing power market. Online trading platforms already offer spot price trading for computing power, but no public futures market exists for longer-term contracts.
