The U.S. Commodity Futures Trading Commission (CFTC) has extended its review period for Nvidia GPU rental price futures, making it unlikely that CME Group will launch the contracts in early October as originally planned. The regulator is conducting an in-depth study of how these contracts operate and soliciting broader industry input before granting approval. While acknowledging that compute financial markets could support U.S. AI development, the CFTC cited concerns that the underlying market remains fragmented and opaque. This delay stalls a key initiative to establish AI compute as an investable asset class through regulated futures products.