Compute as the New Oil: Kalshi and Giants Race for a $100 Trillion Futures Market
fortune · reddit · 2026-08-14
As AI compute demand surges, compute is becoming the "new oil." Kalshi CEO Tarek Mansour predicts that by 2030, compute will be a $10 trillion industry, and its derivatives futures market could grow to $100-$150 trillion.
Major financial exchanges are racing to seize this opportunity. Kalshi launched related event contracts and data tools in July. Meanwhile, both CME Group and Intercontinental Exchange have announced plans to roll out their own compute futures products later this year.
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