{"podcast":{"title":"Energy Gang","slug":"energy-gang-887131","podcast_index_feed_id":887131,"rss_url":"https://rss.art19.com/the-energy-gang","website_url":"https://art19.com/shows/the-energy-gang","image_url":"https://content.production.cdn.art19.com/images/eb/77/cd/8a/eb77cd8a-67ce-411b-bf0e-c526711bc1aa/3c13de2a603359e3c72edb66785394ca3cd8d31691034f741cce62e4014c8c528ce94e6791256bba4882574c2084270cc5b6d84e7d332025e5434515d4927872.jpeg","author":"Wood Mackenzie","episode_count":588,"summary":"Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you need a reliable source to stay on top of the news that matters. You’ll find it on Wood Mackenzie’s Energy Gang . How will changes to the US government affect decarbonisation and energy security? When will hydrogen, nuclear and carbon capture deploy at scale? Where’s the money for the energy transition green finance coming from and how much more is needed? What’s the outlook for EVs? What are the energy predictions for solar energy? What's the latest on climate change? Get answers to questions like these, bi-weekly on Tuesdays at 7am ET. Plus, get special live episodes recorded at the biggest climate and energy events throughout the year, like COP30 and Climate Week NYC. Don’t worry if you can’t make it in person, Energy Gang brings you all the updates on energy policy, energy finance and energy innovation you need to hear. Energy Gang is presented by Wood Mackenzie and hosted by Ed Crook…","last_synced_at":"2026-09-24T10:21:27.133775+00:00","page_url":"https://stenobird.com/podcast/energy-gang-887131"},"episode":{"title":"A new market for AI compute: What GPU futures could mean for energy","slug":"a-new-market-for-ai-compute-what-gpu-futures-could-mean-for-energy","published_at":"2026-09-08T11:00:00+00:00","page_url":"https://stenobird.com/podcast/energy-gang-887131/a-new-market-for-ai-compute-what-gpu-futures-could-mean-for-energy","show_page_url":"https://stenobird.com/podcast/energy-gang-887131","url":"https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/a12337d1-7047-4315-a679-de96339f0c14.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0","audio_url":"https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/a12337d1-7047-4315-a679-de96339f0c14.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0","summary":"AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-services business. As data-centre developers, lenders and energy companies try to price the next wave of AI demand, a new question is coming into focus: Can the industry build the kind of benchmark and hedging tools that already exist for oil, gas and power?  Host Ed Crooks is joined by Peter Keavey, Global Head of Energy and Environmental Products at CME Group, and Carmen Li, Founder and CEO of Silicon Data. Together, they explore the case for a futures market in GPU compute: a financial product designed to bring more transparency, liquidity and risk management to one of the fastest-growing corners of the AI economy. Carmen explains how the market works today. Most users are not buying chips outright; they are renting access to GPU capacity by the hour, often through longer-term agreements with hyperscalers, neo-cloud providers and data-centre operators. That market is already large, global and increasingly active, but it remains fragmented and opaque, with prices varying by provider, chip type and contract structure, and much of the trading still happening through bilateral deals and requests for quotes. Peter sets out the logic for moving from that over-the-counter world to an exchange-traded one. In his view, a GPU futures contract could do three things at once: reduce counterparty risk through central clearing, concentrate liquidity in a transparent order book, and create forward benchmark prices the wider market can use. The proposed product is financially settled against an index of spot prices, translating an hourly rental market into a standardised monthly contract that could eventually ex…","meta_description":"AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a tra…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2409,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/energy-gang-887131/episodes/a-new-market-for-ai-compute-what-gpu-futures-could-mean-for-energy/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/energy-gang-887131/a-new-market-for-ai-compute-what-gpu-futures-could-mean-for-energy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}