The prediction market Kalshi has been instructed by the US Department of Commerce to remove its GPU compute forward curves. The platform, which operates under CFTC regulation, introduced these tools on July 14 to assist data centers and cloud providers in hedging against fluctuating AI infrastructure expenses.
The product tracked projected hourly rental rates for Nvidia A100, H200, and B200 GPUs. By aggregating data from event contracts, the platform generated market-derived predictions for GPU rental costs, targeting institutional clients such as hyperscalers, enterprise AI teams, and cloud brokers.
Other major exchanges are also pursuing similar financial products. CME Group is preparing to launch rental-index futures for Nvidia H100 and B200 chips on October 5, subject to regulatory approval. Additionally, ICE is currently exploring the development of compute futures.
The Commodity Futures Trading Commission is presently evaluating public feedback regarding compute derivatives. The official comment period for these financial instruments is scheduled to remain open until October 20.
