Power and compute, the week to 23 Oct
No take yet — it lands when the week closes.
Also added to the Ledger · 2 announced earlier
Capacity
Weeks run Saturday → FridayThe Friday Count · week to 23 Oct 2026
- Next due110,000 NVIDIA GPUs · SpaceXdue 30 Sept 2026 (“by September 30, 2026”) · grace to 31 Oct 20265 Jun 2026The statement
- FiledSwitched on: 0 statementsDelivered, not switched on: 0 statements · 1 statement filed late, listed apart and not countedweek to 23 Oct 2026—
- Epoch14,203 MW IT, estimatedon the 95 campuses Epoch tracks · no row for the Friday before · a covered total, never a world total22 Oct 2026Epoch AI, CC BY 4.0
- ERCOTDrawing 4,316 MW of 9,456 MW approved to energizeAugust 2026 · last read 16 Sept · observed peak, crypto load included · gas plants waiting to connect: 81.0 GW (September 2026), generation, not load1 Oct 2026ERCOT
- Generation11.4% of the gas due arrived on timeof 1,508 MW due · median slip 1 month · EIA-860M, August 2026 edition24 Sept 2026EIA-860M
No survey exists. This is a count of statements with sources, not of silicon.
Next in the Count
- ERCOT GIS report, 1st–4th
- Census C30, ~1st business day
- BLS PPI, mid-month
- ERCOT operational overview, mid-month
- EIA-860M, ~24th
The book this week
Track record 12 open calls · no trades
- 000660.KSSK Hynix: the largest HBM rent, valued like a Korean cyclical—since the call −43%against the call · last close 16 Oct
- AVGOBroadcom: the right custom-silicon thesis at the wrong price—since the call −16%last close 16 Oct
- MUMicron: priced like a cyclical at the top, contracted like a utility—since the call −6.1%against the call · last close 16 Oct
- NVDANVIDIA: paying a market multiple for a franchise financing its own demand—since the call +2.9%with the call · last close 16 Oct
- TSMTSMC: own the bottleneck, not the brand—since the call −3.6%against the call · last close 16 Oct
+ 7 thematic calls, graded on their falsifier, not a price
Logged this week
Nothing logged on a call this week.
Trades
No trades this week.