{
  "release_id": "2026-10-06",
  "publisher": "AI Infra Credit",
  "scope": "NYMEX proposed Silicon Data H100/B200 futures and the separate CFTC compute-derivatives consultation",
  "sources_checked_date_utc": "2026-10-05",
  "publication_date_singapore": "2026-10-06",
  "snapshot_not_live_feed": true,
  "sources": [
    {"id":"submission","publisher":"NYMEX via CFTC","document_date":"2026-08-11","url":"https://www.cftc.gov/filings/ptc/ptc08112615413.pdf","locator":"Physical page 1, filing date and approval type","sha256":"A09CE95BD1A5975BC92EFDDB11996D055BA7F257440FD0582664EB73D8A89876"},
    {"id":"consultation","publisher":"CFTC via GovInfo","publication_date":"2026-08-21","url":"https://www.govinfo.gov/content/pkg/FR-2026-08-21/pdf/2026-17163.pdf","locator":"Printed page 54259, RIN 3038-AF77 and DATES; adjacent USCIS material excluded","sha256":"EA3318DD5473DDB500BE1996F6269A2E7ED0D1B058441CBA7235DBCB652EE3B3"},
    {"id":"extension","publisher":"CFTC","document_date":"2026-09-21","url":"https://www.cftc.gov/filings/documents/2026/orgdcmnymexcompcontr260921.pdf","locator":"Page 1, scope, reason, extension and footnote 3; page 2 signature","sha256":"9ACABC4A2D92C1D804C042CA8C851A1647D02472059AC25D4781E5A6B9F61FF6"},
    {"id":"original_schedule","publisher":"CME Group","publication_date":"2026-09-21","url":"https://www.cmegroup.com/notices/electronic-trading/2026/09/20260921.html","locator":"Compute Futures - October 4"},
    {"id":"postponement","publisher":"CME Group","publication_date":"2026-09-28","url":"https://www.cmegroup.com/notices/electronic-trading/2026/09/20260928.html","locator":"Update Compute Futures - Postponed"},
    {"id":"h100_register","publisher":"CFTC","status_date":"2026-09-21","url":"https://www.cftc.gov/IndustryOversight/IndustryFilings/TradingOrganizationProducts/62544"},
    {"id":"b200_register","publisher":"CFTC","status_date":"2026-09-21","url":"https://www.cftc.gov/IndustryOversight/IndustryFilings/TradingOrganizationProducts/62545"}
  ],
  "observed_product_status": [
    {"product":"Silicon Data H100 Rental Index Futures","source_id":"h100_register","displayed_status":"Approval Pending (90)","status_date":"2026-09-21","date_precision":"day; database midnight is not an established event time"},
    {"product":"Silicon Data B200 Rental Index Futures","source_id":"b200_register","displayed_status":"Approval Pending (90)","status_date":"2026-09-21","date_precision":"day; database midnight is not an established event time"}
  ],
  "events_and_schedules": [
    {"id":"filing","date":"2026-08-11","date_role":"filing_date","source_id":"submission","procedure":"product_approval","finding":"Submission 26-370 requests voluntary approval of the two contracts; filing is not approval."},
    {"id":"consultation_publication","date":"2026-08-21","date_role":"publication_date","source_id":"consultation","procedure":"general_consultation","finding":"Request for Comment on the Listing of Compute Derivatives Contracts, RIN 3038-AF77, published."},
    {"id":"review_extension","date":"2026-09-21","date_role":"letter_date","source_id":"extension","procedure":"product_approval","finding":"Initial review extended by an additional 45 days for analysis of novel or complex issues."},
    {"id":"original_opening","date":"2026-10-04","trade_date":"2026-10-05","source_date":"2026-09-21","date_role":"superseded_planned_opening","source_id":"original_schedule","procedure":"exchange_launch","state":"postponed","superseded_by":"postponement","finding":"Opening and trade date were scheduled conditionally, not verified as completed events."},
    {"id":"postponement","date":"2026-09-28","date_role":"notice_date","source_id":"postponement","procedure":"exchange_launch","finding":"CME postpones the opening pending regulatory review; this notice provides no replacement date."},
    {"id":"comment_deadline","date":"2026-10-20","source_date":"2026-08-21","date_role":"future_deadline_in_source","source_id":"consultation","procedure":"general_consultation","completed_at_snapshot":false,"finding":"Comments due on or before October 20; distinct from product review."},
    {"id":"review_period_end","date":"2026-11-09","source_date":"2026-09-21","date_role":"future_review_period_end_in_source","date_precision":"end of day as stated; no clock hour or timezone supplied here","source_id":"extension","procedure":"product_approval","completed_at_snapshot":false,"finding":"End of extended review specified in the letter; not an approval decision or listing announcement."}
  ],
  "not_established": {
    "replacement_launch_date": null,
    "completed_production_launch": null,
    "operative_approved_terms": null,
    "executable_depth_or_volume": null,
    "actual_margin_requirements": null,
    "customer_settlement_cash_lag": null
  },
  "interpretation": {
    "type":"AI Infra Credit financing analysis",
    "claim":"Price and fund the interval before an executable hedge is available; subsequently test basis, size, tenor and cash needs separately.",
    "limits":"No trade recommendation, all-venue market census, automatic-approval conclusion, measured liquidity or new calibration of existing hypothetical models.",
    "confidential_or_correspondence_data_included":false
  }
}