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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 a

@matthuang·Jul 20, 2026·8 sources·positive
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Kalshi CEO Mansour Tarek predicts compute could become the largest commodity and derivatives market, with corporate spending potentially growing 10x by 2030.

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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 a

@tbpn
Jul 20, 2026

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 a

@matthuang
Jul 20, 2026

RT @tbpn: Kalshi CEO @mansourtarek_ thinks compute could become the largest commodity on the planet, creating the largest derivatives marke…

@alfred_lin
Jul 20, 2026

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 a

@mansourtarek_
Jul 20, 2026

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 a

@alexandergrieve
Jul 20, 2026

RT @tbpn: Kalshi CEO @mansourtarek_ thinks compute could become the largest commodity on the planet, creating the largest derivatives marke…

@alexandergrieve
Jul 20, 2026

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 a

@brianquintenz
Jul 21, 2026

compute is becoming one of the biggest commodities on the planet, and it still trades mostly OTC like oil did before NYMEX hyperscalers are spending $700B this year, heading to $10T by 2030. every mature commodity market — energy, rates, FX, metals, ag — eventually gets a derivatives layer for pric

@j0hnwang
Jul 21, 2026