Largest operational cluster, 16-bit FLOP/s (Epoch)off track
2.73e20 FLOP/s
on track >= 2.00e21 · off < 1.20e21epoch ↗
series as of 2025-07-22
Radar · Compute supply and custom silicon · T2 · 2029 · CALL
Epoch AI's GPU Clusters dataset lists at least one single-site AI cluster with estimated 16-bit performance of 1e22 FLOP/s or more, with status operational and an operational date on or before 2028-12-31.
A 1e22 FLOP/s cluster at Rubin-class efficiency draws on the order of five gigawatts at one site. Whether that arrives in 2028 or 2030 determines when single-campus power demand outgrows what any single utility interconnection queue can deliver, and whether training stays centralized or is forced to distribute across regions.
Registered at 50% on September 8, 2026. Engine repriced 2 times; now 55%.
Dated rungs. Each is scored on its own; the thesis does not get credit for the ladder until the rungs land.
filled bar · my probabilityhollow dot · engineamber date · due, awaiting adjudication
m1 · 2027-06-30 · 70% · Epoch lists an operational cluster at or above 2e21 FLOP/s (16-bit).
m2 · 2028-06-30 · 55% · Epoch lists an operational cluster at or above 5e21 FLOP/s (16-bit).
m3 · 2028-12-31 · 50% · Epoch lists an operational cluster at or above 1e22 FLOP/s (16-bit).
Registered thresholds. Status is computed from the latest public reading.
Largest operational cluster, 16-bit FLOP/s (Epoch)off track
2.73e20 FLOP/s
on track >= 2.00e21 · off < 1.20e21epoch ↗
series as of 2025-07-22
NVIDIA quarterly revenue (proxy for accelerator shipments)between
96.22 USD billions
on track >= 120 · off < 95sec-xbrl ↗
series as of 2026-07-26
Would raise my number
Would cut it
6 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.
35%
grid-and-power-planner · openai/gpt-5.6-sol
Using Epoch’s historical frontier-cluster step-ups as the reference class, I estimate qualifying-leap hazards near 0.12 in 2027 and 0.30 in 2028; compounding, plus a small late-2026 contribution, gives roughly 0.40 before resolution penalties. The latest listed maximum, 2.73e20, requires a 36.6-fold increase, while Epoch’s trend reaches only ~3e21 in mid-2028 and ~8e21 in mid-2029. Rapid accelerator revenue growth supports hardware availability but not its single-site concentration, power delivery, networking, commissioning, or Epoch’s treatment. Operational-date verification, dataset lag or discontinuation, and ambiguity resolving against the forecaster reduce my estimate below the stated 0.50 and well below the noisy GBM prior.
39%
semiconductor-supply-chain-analyst · openai/gpt-5.6-sol
The relevant reference class is frontier-cluster compute scaling, discounted for schedule slips in unprecedented accelerator deployments. Epoch’s observed maximum was 2.73e20 in July 2025, so the threshold requires a 36.6-fold increase in roughly 3.4 years. That resembles the noisy historical growth rate and explains the GBM prior, but Epoch’s smoother path reaches only 3e21 around mid-2028 and 8e21 around mid-2029. NVIDIA’s supplied revenue trajectory supports aggregate accelerator availability, yet success conjunctively requires sufficient packaging, HBM, networking, and energized power at one site, operation by year-end, and qualifying Epoch classification. Historical deployment slips justify discounting both the mechanical prior and the stated 0.5.
29%
enterprise-cio · openai/gpt-5.6-sol
Reference class: historical frontier-cluster scaling combined with multi-gigawatt technology-megaproject delivery, not announced capacity. The supplied Epoch maximum is 2.73e20 in July 2025, requiring 36.6x growth; Epoch’s extrapolation reaches only about 5e21 by end-2028, so success requires roughly a 2x positive deviation. I assign conditional crossing hazards of 0.02 for late 2026, 0.08 in 2027, and 0.23 in 2028. Compounding gives 0.30, followed by a modest discount for commissioning slippage, single-site classification, dataset lag, and discontinuation. The structural prior extrapolates volatile growth without sufficiently reflecting power, networking, and integration constraints.
42%
credit-analyst · openai/gpt-5.6-sol
Using the Epoch frontier-cluster series as the reference class, the target requires a 36.6-fold increase from 2.7288e20 in July 2025, or roughly 2.85x annual compounding through December 2028. That is near the 2020–2025 realized pace, while Epoch’s supplied central extrapolation is materially slower: about 3e21 by mid-2028 and below 1e22 through mid-2029. Rapid accelerator revenue growth and multi-gigawatt build plans create upside, but the claim is conjunctive: hardware, power, networking, commissioning, single-site classification, and Epoch’s timely operational labeling must all clear. This is below the forecaster’s 0.50 and well below the GBM prior, which likely overweights volatile historical jumps.
41%
geopolitics-policy-analyst · openai/gpt-5.6-sol
Reference class: Epoch’s 2020–2025 frontier-cluster series, tempered by its forward trend extrapolation and execution delays for multi-gigawatt infrastructure. Reaching 1e22 from the latest 2.73e20 observation requires roughly 37-fold scaling, or about 2.85-fold annually through 2028. Historical growth supports that pace, but Epoch’s extrapolation places the frontier around half the threshold at year-end 2028. Power delivery, accelerator availability, commissioning, single-site classification, and dataset-update timing all reduce the chance that announcements become a qualifying row. The structural prior likely overweights unconstrained historical growth. I therefore place the claim below the forecaster’s 0.5.
31%
superforecaster-statistician · openai/gpt-5.6-sol
Base rate: 0.25 for frontier-compute thresholds arriving at least one year ahead of a published central trend. Epoch’s extrapolation has the leader near 3e21 in mid-2028 and 8e21 in mid-2029; 1e22 by year-end 2028 therefore requires roughly a twofold upside surprise. The latest cluster reading, 2.7288e20 in July 2025, requires 36.6-fold growth in about 3.4 years. Rapid supplier revenue growth supports capacity expansion but does not verify one qualifying cluster. I adjust upward modestly for historically lumpy frontier jumps, then downward for single-entry treatment, operational status/date, Epoch classification, and dataset survival. The 0.7191 GBM prior overweights volatile tail growth and ignores disclosure risk.
72% from drift-gbm-terminal:li-1. P(indicator li-1 satisfies onTrack >= 2e+21 at 2029-03-31); drift +0.97/yr, vol 1.42/sqrt(yr) from 10 points; proxy for the thesis, not its rule