Commerce Department Ordered Kalshi to Pull Its AI Compute Futures Curves, Then Denied Doing So
Semafor·high signal
Semafor reports the US Commerce Department ordered prediction market Kalshi to take down its compute forward curves, which since July had published implied future hourly rental prices for Nvidia B200, H200 and A100 chips, citing national security. Commerce also pushed the CFTC to freeze approval of new compute derivatives contracts for 60 days, and Kalshi quietly complied while leaving the underlying markets open. A Commerce spokesperson then denied the department ever asked Kalshi to take down any market, so the central claim is contested and rests on Semafor's sources.