The Compute Conundrum: Can Futures Markets Tame the Beast of AI's Most Precious Resource? The world is rapidly approaching an AI driven future, and with it, compute has become a commodity unlike any other.
Prices fluctuate wildly, and supply chains strain under pressure as companies realize they need to hedge against unpredictable computing costs.
Tarek Mansour, CEO of Kalshi, is a prominent voice calling for a futures market in compute. He predicts that compute will become a $10 trillion industry by 2030, surpassing oil's value.