Citing national security concerns, the government directed the company to unpublish its future curve, a tool that aggregated market data to show projected costs for renting high-end Nvidia chips.
While Kalshi complied with the order last month, several underlying individual markets for these resources remain open for active trading.
This rare intervention highlights the critical role of AI infrastructure in the broader economy, where the cost of computing power is increasingly treated as a major commodity like crude oil.
According to sources reported by Semafor, officials are concerned that these markets could be manipulated to artificially lower the perceived value of older AI chips.
Such volatility could destabilize financial markets, particularly because these chips serve as collateral for billions of dollars in loans used to build new data centers and cloud computing networks.
The move marks a shift toward stricter oversight of the nascent AI financial sector.
Beyond the order to Kalshi, the Commerce Department also pressured the Commodity Futures Trading Commission to implement a 60-day freeze on approving new compute contracts.
This delay directly affects major exchange operators, including the owners of the New York Stock Exchange and the CME Group, which have been preparing to launch formal platforms where traders can bet on the future value of AI processing resources.