Published Sep 22, 2026, 11:27 PM ET · Updated 2 months ago · 1 source
Tokenizing future compute capacity could link AI infrastructure capital to enterprise demand
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Original Report
Tokenizing future compute capacity, with agentic routing dynamically allocating workloads across GPUs, models, and providers, could connect asset-manager capital more directly to enterprise AI demand and serve as an open-market alternative to hyperscalers' vertically integrated AI stacks.