According to @business, Bloomberg reports that unlocking the next wave of AI investment requires turning compute into a tradable commodity with standardized markets, mirroring the role oil futures and spectrum auctions played in capital formation (source: Bloomberg/@business, Sep 26, 2025). For traders, this signals prospective development of price benchmarks for GPU and cloud capacity, enabling hedging and forward purchasing that can stabilize input costs for AI builders and improve financing visibility for suppliers (source: Bloomberg/@business). Market structure changes of this type typically expand liquidity and credit access for linked assets, implying sensitivity in AI infrastructure equities and AI-exposed instruments if compute spot/futures or auction frameworks are launched as outlined in the Bloomberg analysis (source: Bloomberg/@business). Actionably, monitor announcements on compute pricing benchmarks, exchange listings for compute forwards/futures, and auction designs, as Bloomberg indicates these mechanisms are central to commoditizing compute and could act as catalysts for AI-exposed stocks and AI-themed crypto segments (source: Bloomberg/@business).