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AI Market · Forecast desk · Live · networking

35%

A second named vendor or operator announces a commercial cross-data-center scale-across AI fabric deployment or product launch — following DriveNets/WhiteFiber — by September 30, 2026.

Probability history

0%25%50%75%100%07-11deadline

Called at 61% on July 11, 2026. Not yet repriced. 19 days past deadline, awaiting adjudication.

How the number was built

Final method: stacked-fixed-weights (resolved n=74 < 80). Each rung is an independent estimate; the final is a stacked combination.

Stated (issue date)61%
Reference class (n=37)46%
Recalibrated54%
Feature model40%
Council23%
Final35%

Drivers

  • Reference class qtype:disclosure runs 0.46 (n=37) vs stated 0.61.
  • Hierarchical calibration moves stated 0.61 to 0.54 (lens networking, kappa_stated=80.0, kappa_lens=200.0).
  • Feature model at 0.40: conjuncts=1, named disclosure=True, horizon=81d.
  • Council of 5 at 0.23 with dissent.

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. Dissent: semiconductor-supply-chain-analyst at 0.43 vs geopolitics-regulation-analyst at 0.07: The deadline has passed, but the supplied digest contains no qualifying primary announcement. / The deadline passed 19 days ago, making this effectively a resolution assessment.

32%

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

The deadline has passed, and the supplied record contains no qualifying primary disclosure. Strong networking revenue and backlog growth indicate demand but do not establish a commercial cross-data-center product. This is also a strict second-party test: research demonstrations, component launches, partnerships, roadmaps, or generic data-center interconnect offerings fail unless the vendor or operator explicitly announces commercial scale-across. The networking reference-class rate is only 0.346, and ambiguity resolves against a hit. I therefore discount the forecaster’s 0.61 materially.

43%

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

The deadline has passed, but the supplied digest contains no qualifying primary announcement. Strong growth at Ciena, Arista, Credo, and related vendors supports rapid inter-data-center networking development, yet financial momentum does not establish a named commercial scale-across product. The requirement for a second party, commercial status, cross-data-center scope, and explicit announcement creates several semantic failure points under the adverse ambiguity policy. Networking and disclosure reference classes also underperform the forecaster’s 0.61 estimate.

24%

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

The deadline passed 19 days ago, yet the supplied public digest identifies no qualifying primary announcement. The rule requires a second named party, a commercial product, and explicit cross-data-center scale-across—not a trial, roadmap, partnership, or component. Those constraints create substantial ambiguity risk. Networking cases in the ledger realized at only 0.346, and the forecaster’s 0.60–0.69 band was overconfident. Strong networking revenue and backlog support eventual commercialization but do not establish the required disclosure by September 30.

24%

superforecaster statistician · openai/gpt-5.6-sol

I use the networking base rate of 0.346, cross-checked against the 0.461 disclosure rate. This requires a second named party, an explicitly commercial—not laboratory—cross-data-center scale-across product, and a qualifying primary announcement by a deadline that has already passed. The digest shows strong networking-sector growth but no specific qualifying disclosure, so it provides little inside-view uplift. Ambiguity resolves against a hit. The forecaster’s 0.60–0.69 predictions realized only 0.548, indicating overconfidence; even that correction understates the question’s strict disclosure and second-party hurdles.

7%

geopolitics regulation analyst · openai/gpt-5.6-sol

The deadline passed 19 days ago, making this effectively a resolution assessment. The supplied record contains no vendor or operator primary disclosure identifying a second party and a commercially available cross-data-center scale-across product. Strong networking revenue and backlog indicators do not satisfy that document-specific requirement. The networking reference-class rate was only 0.346, and ambiguity resolves against the forecaster. The remaining probability reflects the possibility that a qualifying pre-deadline announcement exists but was omitted from the digest.