Kalshi, a CFTC-regulated prediction market, launched compute forward curves on July 14, allowing traders to bet on future GPU rental prices for Nvidia's B200, H200, and A100 chips. The contracts enabl…
Kalshi has built a forward curve for GPU compute costs using prediction market contracts, joining CME Group and Intercontinental Exchange in financialising AI infrastructure. The tool uses weekly and …
The Silicon Data LLM Token Expenditure Index, a measure of daily AI usage spending, has fallen 20% from its May peak to $1.62 per million tokens, signaling a potential slowdown in AI adoption. The dec…
AI token prices are poised to drop sharply as new models and infrastructure expand supply and lower inference costs, according to a Business Insider report citing an unnamed AI infrastructure CEO who …
AI token prices are expected to plummet later this year as a new wave of more efficient AI models and Nvidia's Blackwell GPUs come online at scale. SemiAnalysis found that Nvidia's Blackwell system ge…