CME Group / Silicon Data (PRNewswire)
Aug 11, 2026
bullish
CME Group and Silicon Data to launch regulated GPU compute futures on October 5
CME Group and Silicon Data announced plans to list two compute futures contracts on NYMEX on October 5, 2026, pending regulatory review. The Silicon Data H100 Rental Index Futures and B200 Rental Index Futures will each represent one month of GPU rental costs, giving AI labs and hyperscalers a standardised, centrally cleared venue to hedge compute price risk. The contracts are the first of their kind on a regulated exchange and directly reference the same Silicon Data indexes underlying the SDH100RT and SDB200RT.
Futunn / Altimeter event disclosure (Baseten CEO)
Jun 17, 2026
bullish
Baseten discloses 94% B200 rental price hike on contract renewal in October 2026
Baseten CEO Tuhin Srivastava revealed at an Altimeter-hosted event that its cloud provider issued early notice of a ~94% increase in B200 GPU rental prices upon October renewal, with procurement lead times for 1,000 GPUs stretching to 12–15 months. The disclosure, which circulated widely in August, points to significant unexercised pricing power among neocloud B200 hosts. While outside the 30-day window, it is included because it was widely reported and cited in August 2026 analyses as a primary data point explaining current B200 rate dynamics.
Crypto Briefing (citing Atreides Management / SemiAnalysis data)
Aug 04, 2026
bullish
Atreides CIO: GPU spot rates doubled in seven months, now 2x contracted rates
Gavin Baker, CIO of hedge fund Atreides Management, publicly reported that spot rental prices for a tracked GPU cluster rose from under $2/hr to nearly $4/hr over seven months, with spot now running at least twice the contracted rate. SemiAnalysis data cited alongside showed H100 one-year contract pricing climbed ~40% from $1.70/hr in October 2025 to $2.35/hr by March 2026. Baker suggested this spread implies hyperscalers retain substantial untapped pricing power.
The Silicon Data GPU Rental Index is showing a split market as of September 3. The H100 Neo-Cloud (SDH100RT) at $2.66/hr has edged up +0.4% over 10 days but is down -2.2% over 30 days, consistent with a broad pattern of H100 on-demand rates gradually softening as Blackwell supply displaces Hopper at the high end. The B200 Neo-Cloud (SDB200RT) tells the opposite story: at $5.64/hr it has dipped -0.5% over 10 days but remains up +1.1% over 30 days, reflecting sustained tightness in Blackwell-tier capacity underpinned by structural supply-chain constraints.