The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Eliahu-Ontiveros: Nvidia balance sheet support will unlock neocloud growth in 2H 2026
“I expect, you know, second half of 20 seconds, you'll see NeoCloud sort of growth be unlocked much more through the actions of NVIDIA as they provide their volunteer support.”
Eliahu-Ontiveros: Nvidia risks losing silicon share unless it backstops neocloud power
“It's actually becoming a pretty existential risk for NVIDIA because if they don't support the NeoClouds, they're at risk of basically seeing Google Amazon and others take tremendous market share on the silicon side, right? So you would see Tranium take, take m…”
Schroepfer: Well-funded tech companies will build massive power capacity globally
“Underhyped in the sense that I like Respectfully disagree with Nick, which is just look at NVIDIA's earning calls. Like people are buying those chips and powering them up. So, and I think companies are, I spent a lot of time being incredibly creative about fin…”
Koomey: AI industry will pivot to massive efficiency gains under infrastructure constraints
“Between those various, ah, improvements that you can get beyond just shrinking transistors and making things closer together, there's orders of magnitude possibility for improving efficiency, and so my sense is that the, you know, the focus has been basically …”
Belady: Chip efficiency gains increase total power demand via Jevons Paradox
“In fact, getting it very efficient may actually drive more use of it to where it'll increase and not decrease. And so I think there's a much broader view you have to take when someone says something's more efficient, it's, and they say it's going to solve all …”
Janus: Chip efficiency gains will not reduce AI data center power demand
“If let's say Meta, for instance, finds a piece of land or a point on the grid where they can pull three gigawatts, Of power on one location. And then the next day, NVIDIA comes out with a chip that's twice as efficient. Is Meta going to build a 1.5 gigawatt da…”
Emerald and NVIDIA to deploy 100MW power-flexible AI factory in 2026
“I think later this year, as you know, Emerald and NVIDIA and some other partners, Digital BLT, Epri, Dominion, and PJM, we will put together the world's first, ah, A hundred megawatt commercial scale AI factory that is truly power flexible. It's custom designe…”
Matthew: Power constraints widen Nvidia's total cost advantage over less efficient chips
“Because since we are power constrained and that constraint is expected to get worse and power prices rise, the NVIDIA chip holders actually, like the TCO advantage that they have versus less efficient chips actually goes up in that scenario, right? So they act…”
Koomey: Analysts wrongly use Nvidia sales projections to forecast electricity growth
“And usually what they're assuming is NVIDIA's business plan is our growth forecast. Right? They're just saying, because for AI, they're just saying, well, NVIDIA has this projection for the next few years of how many AI nodes they're gonna sell, and they just …”
Janous: AI companies pay huge speed premiums because base infrastructure is cheap.
“The cost of the base infrastructure for my end product is actually really low. And when I say base infrastructure, I talk about land, you know, power a data center shell, you know, those things are relatively inexpensive. In the grand scheme of operating, you …”
Lockmiller: Half an H100 per US adult would require 250 GW
“If every, you know, American adult used half an H 100 as, You know, a form of co-pilot for their, you know, daily workflows and, you know, social interactions, et cetera. Like, that would require 250 gigawatts of power, right?”
Chaset: Startup puts GPUs on water heaters for 10x compute revenue
“Water is they put two NVIDIA GPUs on top of a water heater. And you know, creates heat. They suck it into the water. It heats the water. And it creates a 10 X ratio of compute revenue to electricity costs. So they can actually give water heaters away for free.…”
Lockmiller: NVIDIA chip power jumps from 300W to 1,200W per chip
“If you look at, like, the last generation NVIDIA chip, it was the Ampere so the A-one hundred that, that consumed about 300 watts per chip. The Hopper, the current generation, the H-one hundred, H-two hundred those are about 700 watts per chip. And the Blackwe…”