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Headlines · 4
- Silicon Data plans AI token expenditure index products with CME
Silicon Data Inc., a startup known for its artificial intelligence indexes, said it is planning to launch products based on AI token expenditures as part of an ongoing partnership with CME Group Inc., Bloomberg Technology reported. The report characterized the planned offerings as tradable token index products with the exchange operator. It did not disclose product structure, launch timing or any approval details.
Bloomberg Technology · 🔥 0 - CME compute futures delayed as GPU rental becomes a tradable contract
Economic Observer, republished by 36Kr, reports that two compute futures designed by CME Group and Silicon Data on Nvidia H100 and B200 rental prices were originally slated to list on NYMEX on Oct 5 but were delayed after CFTC flagged the product as novel or complex, extending the review to a Nov 9 completion date, with CME marking the initial listing date as to be announced. Meanwhile ICE and Ornn began publishing Ornn Compute Index reference data, Kalshi already offers GPU compute price prediction contracts and forward curves, and Architect and Nodal Exchange are moving on similar products. Interviews with Chinese compute rental firms, cloud vendors, model companies and AIDC park operators found no mature public compute price index domestically, so firms rely on long-term contracts, prepayments and reserved capacity, while Nanhua Futures unit Henghua International signed a memorandum with Silicon Data.
36氪 人工智能 · 🔥 0 - China's AI boom shifts from token prices to power bills
NextFin News, published via TMTPost, reports that Ulanqab in northern China has become one of the country's densest data-center clusters, with Alibaba, Huawei, Kuaishou and specialist operators taking space because of relatively cheap electricity, available land and a climate that eases cooling loads; one abandoned school is being converted into a computing facility. The building boom coincides with falling model prices: DeepSeek made a 75% cut to its V4-Pro API rates permanent in May, and a Token price index compiled by Silicon Data and cited by the Financial Times showed composite prices more than 52% below their May peak by October, though not every model fell equally. Compute sellers are still spending more — Alibaba's capital expenditure for the quarter ended June 30 reached 67.678 billion yuan, up 75% year on year, while AI cloud and computing services revenue rose 45% to 48.437 billion yuan — and the article's hypothetical example of a 10-megawatt IT load at PUE 1.2 implies a roughly 42 million yuan annual electricity-cost gap for every 0.40 yuan per kWh difference, over 200 million yuan cumulatively across five years.
钛媒体 · 🔥 0 - China's AI industry shifts from buying compute to running it
The Financial Times reported on October 8 that Ulanqab in Inner Mongolia has 89 signed data-center projects, with Alibaba, Huawei, Kuaishou and third-party operators building there, drawn by cheap power, land and a climate suited to server cooling; the city aims to become a "capital of tokens." Prices are falling at the same time: Reuters reported in May that DeepSeek made a 75% cut to its V4-Pro API pricing permanent, taking tiers from 0.1–24 yuan per million tokens down to 0.025–6 yuan, while the FT in October cited Silicon Data's token price index showing composite token prices more than 52% below their May peak, though not all models fell equally. The article pairs Alibaba's 67.68 billion yuan quarterly capex (up 75% year on year) with 48.44 billion yuan in AI cloud and compute revenue (up 45%), arguing that China's AI competition is moving from acquiring compute to operating it, with depreciation and payback now the hard questions.
虎嗅 AI · 🔥 0
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