Eight open forecasts
Each one is a statement that will turn out true or false, shown with the model’s latest recorded odds.
CoreWeave earns the top-tier ClusterMAX Platinum rating in SemiAnalysis's next ClusterMAX release.78%
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first recorded · before the live record began
as written in the record
CoreWeave is rated ClusterMAX Platinum (top tier) in the next ClusterMAX release (per SemiAnalysis)
SemiAnalysis's H100 one-year rental index in Dec 2026 holds at or above its March 2026 level of about $2.35 an hour.68%
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first recorded · before the live record began
as written in the record
The SemiAnalysis public H100 1-year rental contract price index for Dec 2026 is at or above its March 2026 level of ~$2.35/hr/GPU
Oracle announces or breaks ground on a datacenter it owns rather than leases.62%
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last looked
first recorded · before the live record began
as written in the record
Oracle (ORCL) has announced or broken ground on a self-built (owned, not leased) datacenter (per SemiAnalysis or credible reporting)
Google Cloud's 2027 revenue is at least 2.4 times its 2026 revenue.55%
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last looked
first recorded · live
as written in the record
Alphabet reports Google Cloud full-year 2027 revenue at least 2.4× full-year 2026 revenue (≥140% YoY growth)
SemiAnalysis's modeled Vera Rubin rack cost tops $42 per watt, over 10% above its $38.1-per-watt debut.40%
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last looked
first recorded · before the live record began
as written in the record
SemiAnalysis's modeled Vera Rubin rack capex-per-watt exceeds ~$42/W (>10% above the ~$38.1/W VR NVL72 debut level), signaling Nvidia lifting system pricing toward value rather than holding the roughly-flat GB300→VR capex/watt
Microsoft contracts for at least 3GW of SpaceX/xAI compute by the end of 2027.40%
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first recorded · live
as written in the record
Microsoft has contracted for at least 3GW of SpaceX/xAI compute capacity by 2027 year-end, per company disclosure / SemiAnalysis / credible reporting
SpaceX's annual revenue run-rate reaches at least $300B at the end of 2027.30%
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first recorded · live
as written in the record
SpaceX's annualized revenue run-rate reaches at least $300B at 2027 year-end, per company disclosure / SemiAnalysis / credible reporting
Nvidia's fiscal 2027 filings show at least $75B of commitments backstopping cloud GPU capacity.15%
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last looked
first recorded · live
The odds were revised: 55% on → 15% on .
as written in the record
Nvidia discloses cloud-service-agreement / minimum-revenue-guarantee commitments tied to GPU-capacity backstops of at least $75B in its fiscal-year 2027 filings
Checked against SemiAnalysis's reporting, company filings, or credible press.
How forecasts are checked