KALSHI RAMPS UP EFFORT TO BUILD MARKETS FOR AI COMPUTING POWER

Summary from the TLDR AI newsletter

Kalshi has created a tool that plots the future price of computing power so users can develop a sense of where the price to rent GPUs is headed. It will use prediction markets to build the forward curve. Forward curves are used to plot expected future interest rates and moves by central banks. Compute is becoming a commodity in its own right as demand grows. Kalshi's forward curve is based on weekly and monthly event contracts related to compute costs, and it goes as far as a year into the future.