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Wall Street sets its sights on an AI futures market

Jun 2, 2026

Summary

Marketplace Tech explores the emerging concept of AI compute futures, where GPU time is treated as a tradable commodity. Host Stephanie Hughes interviews Liz Hoffman of Semaphore about how Wall Street exchanges plan to launch these markets to help companies hedge against volatile pricing. The discussion highlights the need for major tech firms to participate for the market to function effectively, ultimately aiming to provide price certainty for the broader economy.

Topics discussed

Ad: Cornerstone workforce intelligence platform Ad: Capital One's multi-agent AI for car shopping Introduction to AI compute futures and how they work Volatility in GPU prices and exchange involvement Ad: Cornerstone AI for business confidence Ad: QuickBooks Workforce and Morgan's Wonderland Why Wall Street is entering the AI compute market now Benefits of price certainty for startups and providers Impact of AI futures on the broader economy Preview: Solar geoengineering on How We Survive
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