Why does AI compute need a futures market? @stevehou, head of research at Silicon Data: "If you are someone bringing cloud capacity onto the market and you have some uncertainty about future rental prices, just like with agriculture or oil, you might want to lock in certainty on that price." "On the other hand, if you are an AI startup anticipating requiring compute, and you expect compute prices to potentially go up, you want to lock it in now. You hedge by going long compute…