Person

Kakashii

Kakashii appears in Part 2, Part 6, Part 8, Part 10 of The Buildout. Part 2: SpaceX Is Funding an AI Bet Before the Proof; Part 6: Power Doesn’t Depreciate. Its Premium Moves.; Part 8: AI Lenders Are Financing the End of Scarcity; Part 10: The Bubble Is in the Denominator. Argued in Part 2 (Exit liquidity), Part 6 (Scarcity as a warning), Part 8 (Guarantees, not faith), Part 10 (A model, not a price).

In 4 parts of The Buildout: Part 10, Part 08, Part 06, Part 02 · Updated Oct 8, 2026

By the numbers

What the stories reported.

Each figure carries its date and source in the story it comes from.

What Kakashii argued

On the record, by story.

Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.

  1. Part 10 · A model, not a priceOct 5, 2026

    The creator calculates that Nvidia's plan to ship over 10 million chips of Blackwell and Rubin by the end of 2026 implies a total required power of roughly 17 to 23 GW, averaging around 20 GW, and questions whether enough data centers are under…

    The Bubble Is in the Denominator Who is on each side Source

  2. Part 10 · A model, not a priceOct 5, 2026

    The creator's long-standing thesis, which they say has gained support and validation over time, is that Blackwell GPUs had to be shipped to warehouses because there were not enough compatible datacenters (with the needed cooling and equipment) to…

    The Bubble Is in the Denominator Who is on each side Source

  3. Part 08 · Guarantees, not faithSep 24, 2026

    Oracle's free cash flow was positive every year from FY2018 to FY2024, then turned slightly negative in FY2025 (-0.39B), dropped to -23.69B in FY2026 on 55.66B of cash capex, and sits at -28.72B on a trailing twelve months basis through Q1 FY2027…

    AI Lenders Are Financing the End of Scarcity Who is on each side Source

  4. Part 08 · Guarantees, not faithSep 24, 2026

    Oracle's record Q1 operating cash flow of 23.103B (up 184% YoY) is largely explained by 11.363B of customer prepayments with a significant financing component; excluding that prepayment, operating cash flow would be only about 11.740B (up a more…

    AI Lenders Are Financing the End of Scarcity Who is on each side Source

  5. Part 06 · Scarcity as a warningAug 20, 2026

    CoreWeave is a contract-financed infrastructure company whose assets become technologically obsolete much faster than the buildings it leases, whose largest customers are competing clouds, and whose only GPU supplier is also an investor, customer…

    Power Doesn’t Depreciate. Its Premium Moves. Who is on each side Source

  6. Part 06 · Scarcity as a warningAug 20, 2026

    Profitability requires mature deployments to fund the next build without another financing wave, a condition that has not yet been met and that revenue, backlog, and gigawatts rising alone do not prove common equity earns an attractive return after…

    Power Doesn’t Depreciate. Its Premium Moves. Who is on each side Source

  7. Part 02 · Exit liquidityAug 6, 2026

    SpaceX deployed 0.4 gigawatts of nameplate compute in the last quarter while Musk promises more than 10 gigawatts by end-2027 and describes close to 15 gigawatts at the PowerPoint level.

    SpaceX Is Funding an AI Bet Before the Proof Who is on each side Source

  8. Part 02 · Exit liquidityAug 6, 2026

    SpaceX's AI segment reveals the industry's bad accounting habits: how AI revenue is counted, what is hidden in construction-in-progress, and where the Nvidia GPUs everyone calls short-supplied actually are.

    SpaceX Is Funding an AI Bet Before the Proof Who is on each side Source

In The Buildout

Where Kakashii appears.

One line per story, from the story itself.

  1. Part 10A cheap top

    Kakashii estimates that Nvidia’s plan to ship more than 10 million Blackwell and Rubin chips by the end of 2026 implies roughly 20 gigawatts of power, and holds that Blackwell GPUs ended up in warehouses because too few data centers had cooling and equipment.

    The Bubble Is in the Denominator

  2. Part 06The rent will move

    Kakashii’s figures are spectacular: CoreWeave revenue rose from $229 million in 2023 to $5.1 billion in 2025, active power from about 70 megawatts to more than 1.5 gigawatts, and backlog to $104.2 billion.

    Power Doesn’t Depreciate. Its Premium Moves.

Across the DeepStack reading

How often it comes up.

421 claims and 43 texts mention Kakashii, as of Oct 8, 2026. A count of attention, not a judgment.

Analysis and opinion, not investment advice. What a person argued is reported, not rated; DeepStack shows no score, ranking or accuracy for anyone.