AI compute is the new oil—and needs a new market

Rapid growth in artificial intelligence has created an unprecedented demand for high-end computing power, leading to shortages and concentrated control among a few large technology firms. Experts suggest that to stabilize supply and improve accessibility, the industry may need to transition from proprietary infrastructure toward a more standardized, liquid market for compute resources. This shift aims to prevent bottlenecks and ensure that smaller developers can compete with major incumbents for the processing capacity necessary to build future models.