The US Commerce Department last month ordered Kalshi to take down a product tracking the price of AI compute, citing national security concerns. The product, which tracked the crucial computing power used to train artificial intelligence models, was removed following the order. The action represents a rare instance of executive-branch intervention against a CFTC-regulated prediction market platform on national security grounds.

Sets a precedent for national-security-based restrictions on CFTC-regulated event contracts, potentially chilling innovation in commodity-linked prediction products and inviting closer inter-agency scrutiny of Kalshi's market offerings.