(https://www.cnbc.com/2026/08/11/ai-computing-power-becomes-a-tradable-asset-class-as-cme-starts-futures.html) isn't bullish — it's a flashing yellow light. We're watching financialization move upstream of actual demand: exchanges can now price compute as an abstract asset class independent of whether a single customer actually wants to rent it. This is what peak-cycle looks like.

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