Open record· archives through 2026-10-15
GPU price & market log: September 2026
The desk log. Every desk-log entry dated September 2026, newest first, re-derived from the archives and the corrections log on every build. Each entry's permalink points here; the newest entries are also on the desk log's front page.
Showing 4 of 4 events
Market structure ICE — First OCPI futures named: H100 (HPR) and B200 (BKL)
ICE
ICE Futures U.S. named its first Ornn Compute Price Index futures — OCPI H100 (HPR) and OCPI B200 (BKL), monthly and cash-settled — to list once the CFTC completes its request-for-comment period; no listing date is set. It scheduled OCPI reference data, including hypothetical daily settlement prices, for its trading platform from Oct 5. Status after: announced. Source: ICE Futures U.S. notice.
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Market structure CME Group — Postponement notice
CME Group
The September 28 CME notice postponed Silicon Data H100/B200 rental-index futures pending regulatory review. The original October 4 launch (October 5 trade date) is superseded; no replacement date is announced in that notice. Status after: postponed. Source: September 28 postponement notice.
Source: https://www.cmegroup.com/notices/electronic-trading/2026/09/20260928.html
Market structure CME Group — CFTC extends its review of the NYMEX H100/B200 futures
CME Group
The CFTC’s Division of Market Oversight extended its review of NYMEX’s proposed Silicon Data H100 and B200 Rental Index Futures by 45 days, to the end of Nov 9, 2026, citing novel or complex issues and its pending request for comment. Status after: in review. Source: CFTC letter to CME Group.
Source: https://www.cftc.gov/filings/documents/2026/orgdcmnymexcompcontr260921.pdf
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Market structure Kalshi — Report says Commerce had the curve product pulled; Commerce denies it
Kalshi
Semafor reported, citing unnamed sources, that the Commerce Department had ordered Kalshi on national-security grounds to take down its AI-compute forward-curve product, and that Kalshi complied quietly while many underlying markets stayed open. A Commerce spokesperson called the story false and said the department never asked Kalshi to take down any market. Kalshi declined to comment. Status after: live. Source: Semafor report.
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