Commerce reportedly pushed Kalshi to remove AI-compute price tracker

The US Commerce Department told Kalshi last month to remove a dashboard that showed where markets expected the cost of renting Nvidia AI chips to go, Semafor reported. The tracker itself was not tradable: it combined prices from Kalshi contracts that let people take positions on future hourly rental rates for chips such as Nvidia’s B200, H200, and A100; those underlying markets are still open. That matters because companies building AI systems need a way to plan for a volatile expense, and a forward price can serve as a rough benchmark or hedge much as energy futures do for fuel buyers. Commerce reportedly cited national-security concerns, but did not publicly explain them and later said it had never asked Kalshi to remove this or any other market, leaving the rationale—and the government’s reach over emerging compute markets—unclear.