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Kalshi CEO Tarek Mansour predicts compute will become a $10 trillion industry by 2030 and is racing to build a futures market for hedging AI compute costs, competing with CME Group and Intercontinental.
Inferra is building a derivatives exchange for GPU compute, offering perpetual futures for chips like H100 and B200 to enable price discovery and cost hedging, aiming to fix the opaque GPU market.