CME's 'Hashrate Futures' Debut: Will Hashrate Become the 'New Oil' of the AI Era or Wall Street's New Gambling Table?

A new semiconductor futures market will allow traders to hedge their AI investments by speculating on the increasingly expensive price of computing power.

Zhitong Finance14:50

South Korean customs data reveals a monthly surge in storage prices: SSDs soared 63%, and HBM increased by 19%.

The data covers the period from April 2026 to May 10, with year-on-year increases for major categories generally ranging between 165% and 500%. Samsung noted that supply-demand tensions will further intensify in 2027, with new wafer fabs requiring two to three years to reach volume production. Meanwhile, spot prices for consumer-grade SSDs plummeted by 30% to 40%, showing a clear divergence from enterprise-level and AI-related storage products.

wallstreetcn03:30

Why Rambus Inc. (NASDAQ:RMBS) Could Be Worth Watching

Simply Wall St01:38

Shares of Semiconductor and Chip Companies Are Trading Lower, Pulling Back From Recent Highs, After a Hotter-than-expected Consumer Inflation Reading and Rising Oil Prices Tied to the Conflict in Iran Fueled a Broader Risk-off Move Across Markets.

Benzinga00:52

Rambus Insider Moves: Major Director Stock Sales Shake Up Investor Buzz

TipRanksMay 12 10:09

Goldman Sachs: To determine whether there is a bubble in AI, one must first consider how many years GPUs will remain usable.

Regarding whether this wave of AI enthusiasm is a bubble or not, there has been incessant debate over the past two years. However, before repeatedly discussing 'whether this money is being well spent,' we seem to have tacitly accepted a premise: that this amount of money is a roughly fixed figure. However, a recent report by Goldman Sachs suggests that this premise may not hold true. Recently, Goldman Sachs Global Research released a report titled 'Tracking Trillions,' using NVIDIA's forward-looking data center revenue as an anchor point to estimate global AI infrastructure cumulative investments from 2026 to 2031.

DeepTechMay 11 13:42