Compute
NVIDIA / AMD / Broadcom / TSMC / ASML / Arm
Accelerator supply, networking, packaging, and utilization remain the central AI bottleneck.
AI Index
Public and private AI exposure across the stack.
Track the companies, categories, and signals that show how AI value is moving through markets.
Data shown here is seeded MVP content. The app is structured for live ingestion from RSS, APIs, market feeds, arXiv, admin curation, and Supabase-backed realtime updates.
Cloud and platforms
Microsoft / Amazon / Google / Oracle / CoreWeave
Distribution and committed capacity shape which model companies can scale.
Applications
OpenAI / Anthropic / Perplexity / Runway / Harvey
The application layer is splitting into consumer assistants and vertical workflow systems.
Energy and infrastructure
Utilities / Data centers / Cooling / Storage / Networking
Power contracts and data center approvals are turning into AI growth indicators.