In its "The Forecast" analytical column on September 28, 2025, Bloomberg argues that the current model for allocating AI compute resources is inefficient and stifles innovation. The author points out that GPU shortages and the dominance of large cloud providers lead to a situation where vast computational capacities are either purchased in excess and sit idle, or are inaccessible to startups and research groups. The proposed solution is to create an open, exchange-like "market for compute." On such a platform, owners of GPU clusters could sell their idle machine time, and buyers could purchase it at a market-driven price for any required duration. According to the author, this would lead to more efficient use of expensive hardware, democratize access to cutting-edge resources, and create transparent pricing for the "new gold"—AI computing power.
Bloomberg Analysis: The AI Industry Needs a Market for Compute
