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Chase Lochmiller

Guest · 3 tracked predictions · 100.0% accuracy

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1 resolved · 3 total
Right 1 (33.3%)
Wrong 0

Predictions

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026 Right Sun, 25 Jan 2026 19:52:00 +0000 · 02:06:32

Nvidia's next-generation Vera Rubin GPU racks will run at roughly 250 kW per rack, with the subsequent Vera Rubin Ultra generation reaching about 600 kW per rack, en route to eventual one-megawatt AI data center racks.

“The current generation of blackwell chips uh is 130 kW in the rack. Uh the next generation Vera Rubin is going to be 250. Um and then Ver Rubin Ultra is expected to be 600. We're ultimately going to get to one megawatt racks.” View on YouTube
Explanation

The cited Vera Rubin (~250kW) and Vera Rubin Ultra (~600kW) rack power figures match Nvidia's published product roadmap.

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026 Too Early Sun, 25 Jan 2026 19:52:00 +0000 · 02:09:05

Crusoe, in partnership with Aalo Energy at Idaho National Lab, will energize the first AI data center powered by a small modular nuclear reactor (SMR) in 2027.

“We're actually hoping to energize the first AI AI factory powered by an SMR in 2027.” View on YouTube
Explanation

The predicted 2027 SMR-powered AI factory energization has not yet occurred.