AI & Compute Markets · Technology · Global
I track the compute supply chain end to end — GPU allocation, HBM supply, datacenter power, and the unit economics of frontier models. Ten years in semis and cloud infrastructure. The signal here is upstream of the headlines.
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Forecast · AI & compute
● Open58%
stated probability
resolves
30 Sep 2026
New supply plus inference efficiency is loosening the squeeze, but power and HBM still gate the floor.
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