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45%

The OCP Open Silicon Photonics for AI Systems workstream submits its first specification by December 31, 2026, meeting the Q4 2026 target stated at launch.

Probability history

0%25%50%75%100%08-1509-06deadline

Called at 61% on August 15, 2026. Repriced 1 time; now 45%. 116 days to deadline.

How the number was built

Final method: stacked-fixed-weights (resolved n=57 < 80). Each rung is an independent estimate; the final is a stacked combination.

Stated (issue date)61%
Reference class (n=8)39%
Recalibrated53%
Feature model40%
Council43%
Final45%

Drivers

  • Reference class qtype:timing runs 0.39 (n=8) vs stated 0.61.
  • Hierarchical calibration moves stated 0.61 to 0.53 (lens networking, kappa_stated=24.0, kappa_lens=200.0).
  • Feature model at 0.40: conjuncts=1, named disclosure=False, horizon=138d.
  • Council of 5 at 0.43.

Cautions

  • all 5 votes came from one vendor (openai); extremization disabled, persona diversity only

Council

5 personas on one model (openai/gpt-5.6-sol); other vendors were unavailable this run, so read this as one model's persona-averaged view, aggregated by log odds mean without extremization.

44%

grid and power economist · openai/gpt-5.6-sol

The remaining window includes OCP’s usual year-end standards activity, and strong AI-networking demand gives participants reason to complete an initial deliverable. However, the rule requires an actually submitted specification documented by OCP; a project launch, roadmap, draft discussion, or workstream announcement does not qualify. First specifications often slip because scope, interoperability, and contributor-IP issues require consensus. With only 116 days and no qualifying submission identified in the supplied digest, 0.61 is too optimistic; the networking and timing reference classes also favor a below-even estimate.

48%

semiconductor supply chain analyst · openai/gpt-5.6-sol

The remaining 116 days include OCP’s usual fall summit window, providing a natural milestone, and the rule requires submission rather than approval or adoption. However, first specifications from new standards workstreams commonly slip as scope, contributor IP terms, interoperability requirements, and draft consensus develop. The strict requirement for an OCP publication also creates documentary risk: partner announcements or roadmap presentations alone would fail. Networking and timing reference classes are below 0.4, while the forecaster’s 0.60–0.69 calls have realized near 0.56, supporting a material discount from 0.61.

44%

capital markets credit analyst · openai/gpt-5.6-sol

The remaining 116 days include OCP’s typical autumn publication window, and submission is a lower hurdle than ratification or final adoption. However, the rule requires an actual specification submission documented by OCP; a project launch, roadmap, draft discussion, or workstream announcement does not qualify. The digest provides no evidence of a completed draft, review milestone, or firm submission date. Networking and timing reference classes also resolve below 0.4, while the forecaster’s 0.60–0.69 band has historically underperformed its stated confidence. I therefore put this below even odds despite a plausible year-end push.

36%

superforecaster statistician · openai/gpt-5.6-sol

I use the networking-ledger base rate of 0.318, cross-checked against timing (0.389) and >90-day (0.400) classes. This is single-leg, and 116 days is meaningful runway, warranting a small upward adjustment. However, the rule requires an actual submitted specification—not an announcement—and verifiable OCP publication by a hard date. The digest provides no project-specific evidence that a draft is complete or entering formal submission. Standards schedules commonly slip, while ambiguity resolves against a hit. The forecaster’s 0.60–0.69 band has realized 0.556, indicating overconfidence and offering no basis for 0.61 here.

44%

geopolitics regulation analyst · openai/gpt-5.6-sol

The remaining window includes OCP’s usual fall summit cycle, when working groups often publish or advance specifications. However, the supplied record shows no draft, review milestone, ballot, or firm submission schedule. This is a first specification, which carries added coordination and technical-consensus risk, and the rule excludes a workstream announcement. Strict reliance on an OCP publication also raises documentation risk near the deadline. The most relevant ledger classes—networking, timing, and >90-day horizon—cluster around 0.32–0.40, supporting a below-even estimate despite the summit catalyst.

Evidence the engine used

direct · undated

Home » Open Compute Project

Cited by grid-and-power-economist: The remaining window includes OCP’s usual year-end standards activity, and strong AI-networking demand gives participants reason to complete an initial deliverable. However, the rule requires an actually submitted specification documented by OCP; a project launch,