MODEL v2.4

Situational Awareness AI Capital & Compute Flow Simulator

Total Cluster Compute 3.80e+26 Total FLOPs (10^26 Peak Capacity)
Power Grid Grid Demand 6.6 GW 82.5% Grid Utilization
Infrastructure Capital Committed $900M 10.0% Strategic Cash Reserve
Projected AGI Milestone Year 2028.4 Target Compute: 6.5 OOM Target
⚡ Capital Transition & Asset Allocation Network
Sankey Node Topology
📈 Logarithmic Compute Scaling & Power Wall (2024–2030)
FLOP Target vs Grid Limit
🎛️ Interactive Thesis Parameters & Allocation Handles
Adjust inputs to observe dynamic cluster capabilities and capital reallocation
Private Compute Hardware Allocation 55%
Direct investment into GPU/TPU clusters & custom silicon supply chains.
Energy Grid & Nuclear Contract Weight 35%
PPA power purchase agreements, nuclear SMRs, and gigawatt grid buildout.
Strategic Cash Reserve Weight 10%
Strategic liquidity held to seize distressed energy/chip commitments.
Public Equities Portfolio Weight 0%
Residual legacy public stock holdings (Auto-derived from capital balance).
Compute Scaling OOM Target 6.5 OOM
Orders of Magnitude increase in effective training compute over GPT-4 baseline.
Gigawatt Power Grid Capacity Limit 8.0 GW
Hard bottleneck threshold for total region grid power availability.
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Aschenbrenner Thesis Synthesis: Capital allocation is fully shifted out of public equities into private AI compute assets and nuclear energy purchase contracts. At 6.6 GW grid demand, cluster utilization is 82.5% of maximum regional power limits, supporting an AGI milestone projection around 2028.4.
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