TBPN(@tbpn):Kalshi CEO @mansourtarek_ thinks compute could become the largest commodity on the planet, creating the largest derivatives market alongside it. He says companies already spend roughly $1 trillion a year on compute, with that figure potentially growing 10x by 2030. As prices become more volatile and compute becomes a larger corporate expense, producers and buyers will increasingly want to hedge their exposure. “Historically, if that market has any degree of success, it ends up being at least 10 to 15 times the underlying market.”

2026.07.20 22:13

Kalshi CEO @mansourtarek_ thinks compute could become the largest commodity on the planet, creating the largest derivatives market alongside it. He says companies already spend roughly $1 trillion a year on compute, with that figure potentially growing 10x by 2030. As prices become more volatile and compute becomes a larger corporate expense, producers and buyers will increasingly want to hedge their exposure. “Historically, if that market has any degree of success, it ends up being at least 10 to 15 times the underlying market.”