AI Compute Financialization: Open Models Push Compute to Capital Markets

TREE NEWS reports: This report explores the financialization of AI compute, detailing infrastructure layers like indices, exchanges, OTC dealers, and capacity platforms. It highlights emerging asset classes such as GPU credits, prepaid service rights, and inference revenue rights, noting the role of crypto in standardizing these before traditional finance matures. The report also identifies brokers/dealers with physical order flow as early value capturers.