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Sixty Days and One Deleted Chart: Washington Quietly Pulls the Price of AI Compute Off the Board
In July, Kalshi published forward curves showing the market implied future price of renting Nvidia chips. By August the curves were gone, reportedly at the order of the Commerce Department on national security grounds, with the CFTC pressured to freeze new compute contract approvals for sixty days. Chris and Laura dig into why a price chart became a security question, what it means for the CME and Intercontinental Exchange contracts waiting in line, and whether compute can be a commodity at all when an unused chip hour simply evaporates.
Hosted by Chris and Laura.
The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.
