Mark Cuban Sees AI Chips Emerging as New Asset Class

Surging demand for generative AI is changing how advanced GPUs are valued. Chips are no longer viewed solely as depreciating hardware: rental income, customer contracts and resale value can support loans and other investment structures. If compute prices become standardized, cloud operators, lenders and investors could finance or hedge GPU capacity much like energy and other commodities, creating a financial market around the infrastructure that powers AI.

Mark Cuban said on Aug. 15, 2026, that chips as an asset class would become “the new crypto,” without specifying a product or timetable. The market is already moving in that direction. CoreWeave closed a $2.6 billion loan facility on Aug. 10 and said it had raised more than $30 billion in debt and equity this year. CME Group and Silicon Data also plan to introduce regulated compute futures on Oct. 5, subject to regulatory review.