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One of the most interesting AI indicators of the next few years may not be a stock.
It could be the GPU futures curve.
If H100/B200 rental futures eventually de
Price Targets • 2026-09-23 11:32 UTC • By Billy Odell Tucker-Robinson
One of the most interesting AI indicators of the next few years may not be a stock.
It could be the GPU futures curve.
If H100/B200 rental futures eventually develop real liquidity, investors could get a market-based signal for:
→ AI compute demand
→ GPU supply tightness
→ Data-center utilization
→ …
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