Predictions
13 of 1,607 predictions match — page 1 of 1. Click any row to view its detail.
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Predictor
| ID | Domain | Topic | Title | Predictor | Conv | SQ | Prior | Status | Window |
|---|---|---|---|---|---|---|---|---|---|
| CMQ_026 | Semis | NVIDIA-roadmap | NVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ult… | Jensen Huang | 5/5 | A | 88.0% | in_progress | 2025-01-01 – 2028-12-31 |
| CMQ_028 | Semis | NVIDIA-TAM | NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 tril… | Jensen Huang | 5/5 | A | 65.0% | pending | 2025-01-01 – 2027-12-31 |
| AI_017 | Semis | NemoClaw-Vera-CPU-rack | NVIDIA will make Agentic AI the primary demand vector via two specialized pro… | Jensen Huang | 4/5 | A | 78.0% | in_progress | 2026-01-01 – 2027-12-31 |
| CMQ_045 | Semis | CPU-TAM-expansion | Agentic AI will create additional CPU market space of $10B-$100B by 2030, pot… | Morgan Stanley | 5/5 | A | 60.0% | pending | 2026-01-01 – 2026-12-31 |
| CYB_008 | Semis | memory-capex-8-to-30 | Hyperscaler capital expenditure specifically on memory architecture leaps fro… | Morgan Stanley | 5/5 | B | 78.0% | in_progress | 2026-01-01 – 2026-12-31 |
| INF_035 | Semis | 3D-printed-cooling | Advanced U.S. manufacturing capacity for 3D-printed liquid-cooling plates wil… | Fabric8Labs (NEA / Intel Capital funded) | 4/5 | C | 75.0% | in_progress | 2026-01-01 – 2028-12-31 |
| ROB_012 | Semis | Taiwan-GPU-singularity-bottleneck | The ultimate bottleneck for global robotics deployment is NOT software archit… | David Holz | 5/5 | B | 85.0% | hit | 2026-01-01 – 2030-12-31 |
| SEM_017 | Semis | hardware | TSMC will produce over 10M wafers/month total in 2026, including ~100K/mo at … | TSMC (All-In Podcast analysis) | 4/5 | B | 80.0% | in_progress | 2026-01-01 – 2026-12-31 |
| SEM_018 | Semis | hardware | SMIC (China) projected at only 100,000 wafers/month of advanced-process capac… | SMIC (All-In Podcast analysis) | 4/5 | B | 65.0% | in_progress | 2026-01-01 – 2026-12-31 |
| SEM_019 | Semis | hardware | Samsung will produce 150,000 wafers/month in sub-7nm processes by 2026, servi… | Samsung (All-In Podcast analysis) | 4/5 | B | 72.0% | in_progress | 2026-01-01 – 2026-12-31 |
| SEM_020 | Semis | NVIDIA | Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's… | Nvidia (All-In Podcast analysis) | 5/5 | A | 88.0% | in_progress | 2026-01-01 – 2026-12-31 |
| COD_TECH_001 | Semis | TSMC-advanced-node | A16/N2-class TSMC process availability materially supports 2027 AI accelerato… | Codex Research Pack | 3/5 | — | 65.0% | pending | 2026-07-01 – 2027-12-31 |
| CYB_007 | Semis | CPU-market-expansion-refined | Data-center CPU market expansion refined to $32.5-$60 billion by 2030 — CPUs … | Morgan Stanley | 4/5 | B | 72.0% | in_progress | 2030-01-01 – 2030-12-31 |