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News and analysis on the data center market.
2026-08-02 · ai-data-centers
GPU Futures Arrive: CME and ICE Make Compute a Tradable Commodity
CME (with Silicon Data) and ICE (with Ornn) launched GPU compute futures in 2026. A public H100 forward curve changes how AI compute is bought and hedged.
Read more →2026-08-02 · power
Malaysia Restricts Non-AI Data Centers: What the Two-Year Freeze Means for Southeast Asia
Malaysia confirmed in February 2026 it will reject new non-AI data center approvals for ~2 years, citing grid and water strain. Thailand and Vietnam benefit.
Read more →2026-08-02 · hyperscale
Thailand's Data Center Boom: THB 746 Billion Approved, and a Grid Racing to Keep Up
Thailand's BOI approved THB 746B in data center investment in 2025, led by TikTok's THB 842B program. The pipeline hit 2.87 GW — transmission is the risk.
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