Computer power is in the footsteps of the oil market

What differs the eggs from computer chips? There are several answers to this question, but the financial answer is that the recent radical fluctuations in the market were more confused for egg buyers than users of computer processors. Bird Flu caused an egg -stained price, rising from less than 12.5 cents for the egg to more than 65 cents in the Middle West in the United States, and sometimes led to the absence of eggs from the market and the bankruptcy of its top producers. ‘Deepseek’ entered the world’s wealthy $ 108 billion in one day, but let’s see what happened to the prices of computer services when the Chinese company “Deep Cick” revealed an artificial intelligence model that developed it cheaply, barely moving, although this event was the biggest drop in the market value of any historically. The return of an old dream was an indication that the advanced financial infrastructure is protecting computer services from price shocks, but it does not protect eggs from them, grows and innovates quickly and can be a big upcoming opportunity. It was also a reminder of the extent of the velocity of the narrative of artificial intelligence, transformed over the treatment of treatment, which revived the interest in future contracts for computer services, a dream that people have been trying to achieve since 1989. One of the purposes of future contracts is to attract investors to the process of basic commodity production. Institutional investors can provide cheap and patient capital through renewed future contracts – so that the goal is to buy and sell at the nearest delivery month within the farthest months, with the extension of this commitment monthly. Chips businesses pay the Wall Street indicators to record levels that the producers and those working in computerized treatment work and distributors work with less capital work, meaning less cost and better protection for real economic activities than financial shocks. There are no future contracts for eggs, and there is intercourse that includes only 5% of its production in an immediate specialized market by EGG Clearinghouse, and that was an important reason for unbridled price fluctuations and the unrest of the market. Sophisticated market The computer chips and treatment market are much more progressive, and futures markets are developing rapidly. The demand for the power of treatment of independent artificial intelligence companies alone is more than ten times the size of the egg market and is expected to grow by 50% annually. The question of calculation is constantly increasing from computer biology, weather modeling, etc. It is logical that people spend more money on computer power within five years compared to oil, and of course future oil contracts form a large part of the financial markets. The idea of ​​future computer contracts is not new. In 1989, the “Pacific” scholarship proposed a future market for random memory discs, but a mix of organizational skepticism and the indifference of market makers undermined this project. Each of the Chicago Trading Council, the Chicago Options Stock Exchange and the Minneapolis Trading Board had a copy of this idea; But she was all disappointed. The profits of “Samsung” in the chips sector decreases despite the artificial intelligence race in 2001, “Enron” has announced a plan to create a futures market for random memory slices as a first step towards creating markets for a complete group of computer components. Kenneth Wang, who made the effort to say to “Enron” that “market (random memory disks) are bleeding and falling courses, so the prices are either very high or very low. It is an ideal market, and (Enron) has its credibility … and I wanted to” enter the end of the year, as possible, in the long run. Failure as groups such as the Buckaroo.com transaction company, the Singapore Share Country, futures and businessman Gilbert Lesnar, but they failed. and institutional investors. The possibility of suddenly significant fluctuations in the market due to events such as the DIP CSK ad makes future contracts for computer processors more advantageous for those who are more attractive and more attractive among traders. The Chips market was also controlled by some of the major producers and users who were able to sign long -term bilateral agreements. While chips are still being made by some large companies, computer services that use these chips sell them to a wide range of large and small data centers, which are high cost, high financial leverage and limited market information. Buyers contain very relatively small startups, nor do they have market knowledge. The features of the last part of the details are standard monotheism. As oil, classified by a group of species, grades and sources, comes the computer power from a complex mixture of chips in different formations and sites. Creating oil futures is diverse enough to be useful for market participants, but they are small enough to concentrate liquidity on active contracts, a major investment in physical and legal infrastructure. Computer science does not require material investment devoted to storing oil, pipelines and infrastructure. Politics, economics and markets .. A 3D dilemma in 2025 allows modern technology to exchange limited groups of united contracts that focus liquidity, while at the same time allowing transactions to be prepared to fit specific parties. One of the events worth this week is the first auction held by the company Compute Exchange, which is one of the pioneers of this field. If this auction attracts and is smooth, it could support the idea of ​​the possibility of developing an important futures market for computer treatment. There is an interest in this matter between market makers, futures, hedge funds and institutional investors. For individual investors, there is a possibility for a new class of real assets available in listed trading boxes and other products. Computer treatment also has a lower correlation with the general economy compared to traditional real assets such as real estate and material merchandise, and perhaps more safety and a long -term long -term with the transfer of economic value from material things to intellectual assets. Of course, something of skepticism is correct to follow an idea that has a history of failure over 35 years. But computers may be about to succeed.

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