Kalshi Seeks CFTC Approval to Relist GPU Compute Derivatives

Kalshi has asked federal regulators for permission to relist compute derivatives that would let users trade on the future cost of renting GPUs used to run AI, the prediction market's chief compliance officer said Wednesday. Sudhir Jain said in a LinkedIn post that Kalshi submitted comments to the Commodity Futures Trading Commission urging approval, arguing the move would keep GPU "price discovery" in the U.S. rather than offshore. The CFTC declined to comment. The push follows reports that the Commerce Department ordered Kalshi to take down compute markets earlier this year over national security concerns, which Commerce denied. The CFTC issued a request for public comment on compute contracts in August, and the comment period ended Tuesday. Jain argued compute already fits the definition of a commodity and that both buyers such as AI labs and providers such as data center operators have reason to hedge pricing.