U.S. regulators are moving toward a formal review of futures linked to AI computing capacity, a market that could let companies and investors trade and hedge the cost of scarce computing power. Bloomberg reported Monday that the Commodity Futures Trading Commission, or CFTC, sent a request for comment to the White House Office of Management and Budget for review, a step that could complicate the timeline for planned compute futures from CME Group and Intercontinental Exchange. After the White House review, the CFTC is expected to open a public comment period that typically lasts 30 or 60 days. CME said last week it plans to launch two compute futures contracts on Oct. 5, pending regulatory approval, using benchmarks from Silicon Data. The proposed products would treat AI computing capacity as a tradable commodity alongside oil and electricity as demand for data centers and computing infrastructure accelerates. Recent estimates from TD Lombard, Goldman Sachs and Bridgewater Associates put AI infrastructure spending at roughly 2% to 2.5% of U.S. GDP this year.