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Rohan Goswami

Semafor
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BearThe AI Trade 2026-08-13
Rohan Goswami (Semafor) tells Prof G Markets that CME's AI compute futures will never be a real market because Nvidia alone controls supply and price, like Standard Oil.
it is not ever, in my opinion, going to be a real market because it would be analogous to Standard Oil
Nasdaq since this was said: -1.1% · 26,803 → 26,507 · as of 2026-09-04
BearThe AI Trade leaning · 2026-08-13
Rohan Goswami says Nvidia's $500bn financing MOU spreads risk among more Wall Street players but does not reduce the key-man risk concentrated in Nvidia, citing Lucent.
well, there's no really avoiding this risk. Just because there are more players involved doesn't mean the actual risk has gone down.
Nasdaq since this was said: -1.1% · 26,803 → 26,507 · as of 2026-09-04

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