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 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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.”
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…”