Commerce ordered Kalshi to pull its AI compute futures curves, then denied doing so.

Semafor reports the Commerce Department ordered the prediction market to take down compute forward curves, which since July had published implied future hourly rental prices for Nvidia B200, H200 and A100 chips, citing national security, and pushed the CFTC to freeze approval of new compute derivatives for 60 days. Kalshi complied while leaving the underlying markets open. A Commerce spokesperson then denied asking for any takedown. The central claim is contested and rests on Semafor's sources.