The Calls
Dated predictions and their status, on one timeline. Left of today: already assessed. Green held up, red didn't hold up, amber partly. Right: still open; when a dot's date hits, the ledger checks it again against the public record.
Everyone Brad Gerstner (19)Bill Gurley (6)Sam Altman (3)Jensen Huang (3)Ali Ghodsi (2)Gavin Baker (1)Elon Musk (1)Dylan Patel (1)Andrew Fox (1)
Next up (0)
No open calls match.
Closed calls (2) the full record →
Patel: Hyperscalers will significantly boost capex in 2025, lifting chip suppliers
“The plans for hyperscalers are pretty firm on, they're gonna spend a crap load more next year, right? And therefore, the ecosystem of networking players, of ASIC vendors, of systems vendors is gonna do well, whether it be NVIDIA or Marvell or Broadcom or AMD o…”