Predictions

15 of 1,607 predictions match — page 1 of 1. Click any row to view its detail.

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IDDomainTopicTitlePredictorConvSQPriorStatusWindow
240_034EnergyAI-timingMorgan Stanley forecasts 13-40GW data center power shortfall through 2028Morgan Stanley4/5D55.0%pending2026-01-01 – 2026-11-30
AUT_024AImassive-AI-breakthrough-H1-2026H1 2026 will deliver a 'massive AI breakthrough' driven by unprecedented conc…Morgan Stanley4/5B50.0%pending2026-01-01 – 2026-09-30
CMQ_020Macro/EconomyAI-capexNearly $2.5 trillion of AI-related infrastructure investment will flow throug…Morgan Stanley5/5A72.0%pending2026-01-01 – 2026-12-31
CMQ_033Semis/MemoryHBM-demandGlobal HBM demand will reach 32 billion Gb by 2026 — HBM is the absolute crit…Morgan Stanley5/5A82.0%pending2026-01-01 – 2026-12-31
CMQ_037Semis/MemorySamsung-shareSamsung will grow global HBM market share from 20% to 28% by securing majorit…Morgan Stanley4/5A50.0%pending2026-01-01 – 2026-12-31
CMQ_039Semis/PackagingTSMC-CoWoSTSMC CoWoS (Chip-on-Wafer-on-Substrate) capacity must expand to 125,000 wafer…Morgan Stanley5/5A80.0%pending2026-01-01 – 2026-12-31
CMQ_044AI/ComputeCPU-GPU-ratioFuture data-center architectures optimized for agentic workflows may require …Morgan Stanley5/5A65.0%pending2026-01-01 – 2030-12-31
CMQ_045SemisCPU-TAM-expansionAgentic AI will create additional CPU market space of $10B-$100B by 2030, pot…Morgan Stanley5/5A60.0%pending2026-01-01 – 2026-12-31
CMQ_046Semis/Memoryagentic-DRAMSustained memory contexts required for agent 'memory' will drive additional 1…Morgan Stanley5/5A68.0%pending2026-01-01 – 2026-12-31
IND_020Biotech/LongevityDe-Novo-moment-gene-editing-100xMassive 'rerating' of Biotech industry — by 2026, generative biology achieves…Morgan Stanley5/5B40.0%pending2026-01-01 – 2030-11-30
INF_012EnergyAI-power-additionsAI data-center power consumption will grow by approximately 126 GW annually t…Morgan Stanley5/5A60.0%pending2026-01-01 – 2028-11-30
INF_014EnergyDC-carbon-emissionsData-center industry could emit up to 2.5 billion tons of CO2 cumulatively th…Morgan Stanley4/5B50.0%pending2026-01-01 – 2026-10-31
SPC_002Markets/StocksSpaceX-valuation-targetA SpaceX public-market liquidity event will reach a $1.5 trillion to $2 trill…Morgan Stanley5/5B55.0%pending2026-01-01 – 2028-09-30
INF_010EnergyUS-power-shortfallUS data-center demand will reach 74 GW by 2028 against a projected ~49 GW pow…Morgan Stanley5/5A70.0%pending2028-01-01 – 2028-11-30
AUT_023Auto/TransporteVTOL-29B-2030-1T-2040Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling …Morgan Stanley4/5B40.0%pending2030-01-01 – 2040-11-30