The banks are considering contracts linked to graphics processing unit leasing costs, potentially giving companies and investors a way to hedge or gain exposure to AI computing capacity prices.
Goldman Sachs and JPMorgan are exploring futures or similar trading structures tied to GPU rental prices, The Information reported. The proposed contracts would link market exposure to the cost of leasing graphics processing units, a key input for artificial intelligence workloads, and could be listed by exchanges later this year. If launched, the products would give companies and investors a new way to hedge or gain exposure to swings in AI infrastructure costs, extending derivatives markets into pricing tied to computing capacity demand.