↳ CAF WATCHER // CONTINUOUS PHYSICAL AUDIT LEDGER
TSMC (The Silicon Choke Point) Grade A
The absolute physical monopoly: every single frontier AI chip on Earth physically passes through its cleanrooms · Category: Hardware & Physical Substrate
Executive Physical Feasibility & Delivery Audit
Institutional Baseline: Evaluated under the Compute Availability Factor (CAF v1.0) specification by Richie Adomako (Serpens Inc., ResearchGate ID 414150400). CAF evaluates stated accelerator capabilities against empirical physical reality (interconnection queues, electrical substations, liquid cooling heat transfer, and optical network fabrics). Missing public evidence is classified as unknown—it is never treated as zero capacity.
CAF INTERVAL
[0.59 – 0.95]
DELIVERY GAP SCORE
24 pts
OPERATING POWER
4.35 GW
vs 0.27 GW announced
EVIDENCE CONFIDENCE
MEDIUM (65%)
Physical Coupling Pillars (E, T, N, O)
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Power & Grid Substrate (E = [object Object]): 94/100. Consumes ~8% of Taiwan's total national electricity generation; holds direct bilateral contracts with Taiwan Power Company (Taipower) and offshore wind farms.
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Thermal Dissipation & CDU Limits (T = [object Object]): 92/100. Industrial-scale thermal management: runs hundreds of thousands of square feet of Class 1 cleanrooms at precisely 20°C ± 0.1°C and 45% relative humidity.
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Cluster Topology & Optical Fabric (N = [object Object]): 96/100. Cleanroom buildings are monolithic seismic concrete fortresses built to isolate billion-dollar EUV machines from passing traffic vibrations.
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Silicon & Operational Availability (O = [object Object]): 98/100. The sole master of 2.5D/3D wafer-level packaging: CoWoS-S and CoWoS-L are the indispensable substrate for Blackwell, TPU, and MI300.
Attributable Public Evidence Ledger