The author thinks it is reasonable to believe that the majority, if not all, of Hopper GPUs are installed, which leaves millions of Blackwell GPUs waiting to be installed.

Not graded on evidence

Outcome: Can’t be checked

An opinion, a recommendation, or too vague to test. Listed, not scored.

Evidence up to 2026-10-28. Checked 2026-10-31.

Why

Zitron frames the statement as "I think it's reasonable to believe". That makes it a hedged judgment, not a firm claim about how many Hopper or Blackwell GPUs were installed. In the post, he bases it on his own rough estimates of NVIDIA's Hopper and Blackwell sales. Under the register's policy, a hedged belief is not scored and is recorded as not adjudicable. The evidence packet has no evidence items. It records no source that counts Blackwell GPUs shipped but not installed.

Caveats

• The packet has no evidence items, so neither the Hopper premise nor the Blackwell figure was checked against any source.
• The search was narrow: one query, about Microsoft.
• The count would depend on whether "millions" means GPU dies or packages, and on whether "installed" requires connected power.

Evidence (0 items)

Claims like this aren’t scored, so there is no evidence to show.