What Happened?
Wall Street is setting its sights on a new commodity: the computing power that fuels artificial intelligence. Startup Ornn announced a $33 million seed funding round to build a marketplace where companies and investors can buy, sell, and eventually trade AI compute much like oil, natural gas, or other commodities.
The idea is to create a financial market around graphics processing units (GPUs), the specialized chips that power AI models. Today, many AI companies secure computing capacity through expensive long-term agreements, but Ornn wants to make pricing more transparent while giving buyers and sellers tools to manage costs and financial risk.
The opportunity is enormous. Goldman Sachs estimates roughly $7.6 trillion will be invested globally between 2026 and 2031 to expand AI computing infrastructure, including data centers, power systems, and compute capacity. Major financial players are already preparing for the explosion in growth.
Pending regulatory approval, CME plans to launch compute futures tied to industry benchmarks, while the Intercontinental Exchange plans similar contracts linked to Ornn’s pricing index. If successful, AI compute could be on the fast track to becoming one of Wall Street’s newest and most lucrative tradable assets.
Why It Matters
Artificial intelligence has quickly become one of the world's largest investment races, but building AI systems requires enormous amounts of computing power that remains expensive and difficult to secure. Companies developing advanced AI models often commit billions of dollars through long-term agreements for access to high-end chips and data centers, leaving few options if prices or demand change…
The U.S. Army’s First-of-its-Kind Lithium Deal
For the first time in history, the U.S. Army is placing a commercial lithium processing facility on military land. They just picked their company to build and operate it.
EnergyX won a conditional lease at Texas’ Red River Army Depot to process lithium. Crucial to next-gen military power systems, the defense sector joins AI, EVs, robotics, and more as drivers of demand for this critical mineral.
The project connects directly to Project Lonestar, EnergyX's flagship Texas operation and the largest lithium demo plant of its kind in the United States.
In total, EnergyX’s project portfolio spans nearly 150,000 acres with up to 15M+ tons of untapped lithium.*
General Motors, POSCO, Eni, and 50,000+ everyday people have already invested. Join them as an EnergyX shareholder before the July 16 investment deadline.
Creating a market specifically for compute to be bought, sold, and even hedged has the potential to make these investments more flexible and efficient. Rather than locking into years-long contracts, companies could manage their costs more effectively while allowing lenders clearer ways to value AI infrastructure, and investors would gain a new financial market to trade in, tied to the fastest-growing industry in the world.
With Goldman Sachs' estimation that $7.6 trillion will be invested in AI infrastructure by 2031, Wall Street is seeing a market too large to ignore. Creating standardized pricing and trading for compute could make it easier to finance new projects, move capital, and expand the computing capacity needed to keep pace with AI demand.
How It Affects You
As controversial as it is, artificial intelligence is slowly becoming a part of everything from online searches to healthcare. As more companies integrate AI into their products and operations, access to affordable computing power will increasingly influence how quickly new technologies reach consumers and businesses.
A more efficient market for AI compute could lower one of the industry's highest costs by making pricing more transparent and reducing the need for massive long-term contracts. This could, in turn, make it easier for startups and midsize companies to compete with the largest technology firms, leading to greater competition, faster innovation, and a wider range of AI tools.
The next phase of the AI race may be decided less by who builds the smartest software and more by who can secure the computing power to run it. Access to AI infrastructure is becoming a competitive advantage, and the financial system developing around it could strongly influence which companies emerge as the industry's leaders in the long run.
*Disclaimer: Energy Exploration Technologies, Inc. (“we”, “us”, “our”, and “EnergyX” is conducting an offering of securities pursuant to Regulation A of the Securities Act of 1933, as amended. An offering statement covering this offering has been qualified by the U.S. Securities and Exchange Commission (the “SEC”). Neither this communication nor any of its content constitutes an offer to sell, solicitation of an offer to buy or a recommendation for any of our securities by our company or any third party. Offers and sales of the securities are being made solely by means of the qualified offering circular. Investing in our securities involves significant risks. Before investing, you should consult with your financial advisor, accountant, and/or attorney legal, and carefully review the qualified offering circular (including the “Risk Factors” section) and any offering circular supplements.
The most recent qualified offering circular is available at https://www.sec.gov/Archives/edgar/data/1830166/000149315226017123/form253g2.htm. The most recent qualified offering circular and any supplements can also be found on the SEC’s EDGAR filing database, available at www.sec.gov/edgar/search/. Prospective investors should note that neither the SEC nor any federal or state securities commission or regulatory authority has approved or recommended our securities or determined that our offering circular is truthful or complete. Any representation to the contrary is unlawful. We are not a broker-dealer or investment adviser registered under the Securities Exchange Act of 1934 or the Investment Advisers Act of 1940. No communication made by us or any of our affiliates, through this communication or any other medium, should be construed as a recommendation to purchase, sell, or hold any securities, or as investment, tax, financial, accounting, legal, regulatory, or compliance advice. Neither this communication nor any of its content constitutes an offer to sell, solicitation of an offer to buy or a recommendation for any of our securities by our company or any third party. The content presented here is provided for general information purposes only and is not intended to solicit the purchase of securities or to be used as investment, legal or tax advice. Statement Regarding Forward-Looking Statements The information presented herein may include forward-looking statements, estimates, or projections regarding our anticipated future performance. If present, these statements are subject to risks, uncertainties, and assumptions. In some cases, you can identify these statements by forward-looking words such as “may”, “might”, “will”, “should”, “expect”, “plan”, “anticipate”, “believe”, “estimate”, “predict”, “potential”, “future” or “continue”, the negative of these terms, and other comparable terminology. Such forward-looking statements are based on current plans, estimates and expectations and are made pursuant to the Private Securities Litigation Reform Act of 1995. These statements, estimates and projections, if any, are based upon various assumptions made concerning our anticipated results and industry trends, which may or may not occur. We are not making any representations as to the accuracy of any such forward-looking statements, estimates or projections. Our actual performance may be materially different from any such statements, estimates or projections. We are under no duty to update any of these forward-looking statements to conform them to actual results or revised expectations.



