Why AI Compute?

“As the backbone of the digital economy, compute is the new oil of the 21st century.”

“It has been clear to me for some time that compute will become the largest commodity in the world.”

“The GPU market today increasingly resembles a global commodity market more than a traditional cloud market.”

“NVIDIA has reached an important milestone. We began by building chips; today, we are helping create a new class of productive, investable infrastructure: AI factories.”

“I actually believe a new asset class will be buying futures of compute.”

“Modern compute has emerged as a scarce, mission-critical asset class with compelling investment characteristics.”

“With demand for large-scale AI compute growing significantly as adoption scales across industries, compute is fast becoming the essential layer of infrastructure and a core pillar of the Brookfield AI infrastructure strategy.”

“Compute has become a critical infrastructure asset.”

“We’re excited for the new opportunity to create a market for credit backed by NVIDIA compute.”

“The market for compute … is in desperate need of a globally accepted pricing mechanism and risk management tool.”

“Compute has grown into a trillion-dollar market, yet it still lacks the pricing and risk-transfer infrastructure that every other major commodity relies on.”