GW

AI campuses are now planned in gigawatts because power, not just chips, is the binding constraint on scale. Roughly, one gigawatt can supply a large city, so multi-GW clusters are an industrial-scale bet on electricity.

Predictions & track record (5)

• Awaiting grading Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data CenterCheck by Q1 2027 whether this deal closes as reported, and whether OpenAI secures an independent investment-grade credit rating.
• Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat?Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests.
• Awaiting grading AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into AnthropicCheck around AMD's August 4, 2026 earnings call and through 2027 whether the Anthropic deal (2GW of MI450 chips, up to $5B AMD investment) proceeds on the announced schedule.
• Awaiting grading Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI'sTrack whether AMD officially confirms Anthropic as a gigawatt-scale customer and whether the stock approaches the $640 price target over the following months.
• Awaiting grading SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and AnthropicScore at end of 2026: does Meta actually have more AI compute than OpenAI and Anthropic, as SemiAnalysis projects?

6 related posts

• Watch Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Serenity (@aleabitoreddit) · 2026-07-27
• Bull SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? SemiAnalysis · 2026-07-25
• Watch US data center power demand seen surging 253% by 2035, to 194 gigawatts The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• Bull AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into Anthropic The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Bull Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Jukan (@jukan05) · 2026-07-21
• Bull SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and Anthropic SemiAnalysis · 2026-07-09