Creative Strategies launches 19-model interconnected AI forecast stack, from wafers to revenue
BenBajarin · x · 2026-10-14
Ben Bajarin presents Creative Strategies' CS Forecast Stack: the AI industry modeled as one connected system — 19 models sharing a single demand framework with 45 traced links, covering semiconductor fab capacity, compute infrastructure, data center power, token economics, AI factory unit economics, and end-market revenue from frontier labs to enterprise deployment.
The premise is that dependencies move together: advanced packaging or HBM supply shifts change compute availability, which changes power demand and cost per token, which changes enterprise adoption math. Every model ships with Low/Base/High/Stretch scenarios and quarterly gated releases.
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