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The GPU market is now a full‑scale financial asset class, with Wall Street creating loans, insurance and futures tied to Nvidia’s chips, while Nvidia and partners are raising over $500 billion to fund AI infrastructure. Demand for GPUs is soaring as they become essential for AI workloads, prompting firms to diversify procurement across cloud providers, neoclouds, marketplaces and direct purchases. Nvidia’s October‑quarter revenue outlook of $108 billion – an 89% year‑over‑year rise – reflects this surge, supported by a jump to 323 GPU suppliers. Supply constraints remain acute: spot prices for Nvidia’s B200 GPU have more than doubled since March, and large providers like CoreWeave admit they cannot deliver thousands of GPUs in a single day. Major contracts, such as SpaceX’s $1.25 billion‑per‑month GPU lease with Anthropic, underline the high‑value, long‑term nature of the market. Watch next for the development of GPU price indexes and futures, further financing structures, and how quickly new Nvidia generations may erode the value of existing inventory. [[1, 2]]