The GPU futures delay doesn't change my long-term AI thesis. CME's proposed H100/B200 rental futures remain under CFTC review. That’s regulatory friction—not ev

The GPU futures delay doesn't change my long-term AI thesis. CME's proposed H100/B200 rental futures remain under CFTC review. That’s regulatory friction—not evidence of collapsing GPU demand. The bigger story: AI compute is evolving from hardware → infrastructure → a potentially tradable asset clas…