Will any major GPU customer disclose order cancellations or deferrals during 2026?
Resolves Dec 31, 2026
59%probability
4-model average
LOWconfidence
building category history
—stability
loading
Divergingmodels
37pt spread
The three supporting readings tell you how much weight to put on the probability: confidence reflects category-level track record, stability tracks how the estimate has moved over time, models shows whether the four agree.
Belief trajectory
Loading belief trajectory...
Per-model probabilities
GPT-4o
65%+6 vs avg
Gemini
35%-24 vs avg
Claude
72%+13 vs avg
Grok
65%+6 vs avg
Key disagreementClaude (72%) vs Gemini (35%): Different weighting of factors
Resolution criteria
SourceGPU customer earnings calls and disclosures 2026