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Mike Bird, reporter at The Wall Street Journal, examines the surge in demand for GPUs and compute power and its impact on financial markets.
He notes the rapid development of indices, exchanges, futures, and ETFs tied to these trends, suggesting it is one of the most significant developments in finance at present.
Earlier this year, Bird reported that central bank accumulation drove a surge in gold prices from 2024. He also highlighted that S&P earnings forecasts point to a strong U.S. economic recovery from recession. These developments, together with rising demand for GPUs, mark notable shifts tracked in recent coverage.