SITUATION EXPLAINED: Why does AI compute need a futures market? We asked @carmenli, founder and CEO of Silicon Data and Compute Exchange: "We believe compute will be humans' largest resource, surpassing all traditional energy combined, so oil, gas, and electricity." "If you're a SaaS company, you only had people costs and then your margin. However, now going forward, everybody has to consume GPU or token. And this can be your largest cost component up to 80% or even 90%." "If 80-90% of your…