
The Guardrails
Commerce ordered Kalshi to pull its AI compute price tracker
Two stories today about where AI's bottlenecks actually are: who is allowed to put a price on compute, and whether an agent that works today will work tomorrow. The US Commerce Department ordered Kalshi to take down its AI-compute forward curve last month, citing national security concerns, and Kalshi quietly complied. The product was not a futures contract in the ordinary sense — it pulled together data from several markets where users bet on the cost of renting Nvidia chips and published an o










