15 things you can do on Singularity Research, the AI data center research site
Singularity Research tracks one question: what is holding up the next AI data center? Chips get the headlines, but the build-out is limited by memory, power equipment, grid connections, cooling and materials with lead times measured in years.
The site turns that into free tools for investors. Here is everything you can do on it, with a link to each one.
1Read a three-minute daily brief on the whole AI supply chain
AI Infrastructure Daily covers what happened across chips, memory, optics, power, data-center construction, neoclouds and financing, plus markets in the US and Asia, and ends with what it means for stockholders. It is published every weekday before the US open.
Read today's Daily Brief →2See where US data centers are being built on an interactive map
The Data Centers page maps the US build-out by state, market and county, showing operating, under-construction and planned capacity, and includes a model you can adjust to see how much power comes online by 2030.
Open the data center map →3Check what an AI GPU costs to rent today, and since 2023
Live on-demand and spot prices per GPU-hour for B300, B200, H200, H100, A100 and MI300X, with history back to 2023 and weekly medians across about 88 cloud providers.
See GPU prices →4Track Korea's chip exports and TSMC's monthly sales
Alternative data charts show numbers that come out weeks before earnings: Korean semiconductor exports, TSMC monthly revenue, Taiwan export orders and US imports of AI servers from Taiwan and Mexico.
Explore alternative data →5Follow a public, rules-based AI bottleneck index
The Singularity Index holds up to 25 owners of the tightest bottlenecks while their stocks are in uptrends, rebalances monthly and explains every change.
See the Singularity Index →6Rank 50 supply bottlenecks by how tight they are
Every bottleneck, from gas turbines to HBM memory to rare-earth magnets, gets a 0–100 tightness score, a lead time and the stocks that control it.
See all bottlenecks →7Look up any of 260 AI infrastructure stocks
Each stock page has a price chart marked with management quotes and data releases, a status label, market cap and valuation, earnings history and the data that moves it.
Browse stocks →8See who supplies whom on the supply-chain map
An interactive map links materials to tools, chips, servers, power and data centers, so you can follow how a shortage upstream moves down the chain.
Open the supply-chain map →9Compare tightness with stock performance on the heat map
Spot bottlenecks that are tight but whose stocks have sold off, and ones that have rallied without a shortage behind them.
Open the heat map →10Track forecasts from SemiAnalysis, Morgan Stanley, IEA and others
Sixteen dated forecasts on data-center power, capex and memory, each marked on track, raised or at risk as new data comes in.
See predictions →11Plan around earnings and data releases
A calendar of earnings for every covered stock plus monthly data like Korea exports, TSMC sales and Taiwan export orders.
Open the calendar →12Compare sector and theme performance
Equal-weighted indexes for Chips & Networking, Power & Cooling, Materials, Physical AI and Hot AI Themes against the S&P 500 and semiconductors.
See theme performance →13Buy or sell spare GPUs, power equipment or data-center space
The capacity exchange takes private listings for GPU clusters, transformers, switchgear, turbines, cooling and powered sites, and we introduce buyers and sellers by hand.
Post on the exchange →14Follow TransMedics with the TMDX flight tracker
Our longest-running tracker counts TransMedics' organ-transport flights in near real time, a read on quarterly revenue before the company reports.
Open the TMDX tracker →15Understand how every score is built
The method page explains the five factors behind each tightness score and where every data series comes from.
Read the method →Where to start
If you only have five minutes a day, read the Daily Brief: it links to everything else when it matters. If you're researching a stock, start on its stock page and follow the links to its bottleneck, the data that moves it and the forecasts it depends on. If you want the big picture, the bottleneck ranking and the data center map show where the build-out is most constrained and where the money is going.
Why bottlenecks matter for investors
In a build-out this large, the companies that control scarce inputs tend to capture more of the profit than the companies buying them. Memory makers that are sold out, turbine makers booked for years and transformer makers with rising prices all have pricing power. The site exists to find those choke points early and to flag when they start to ease.
New posts go up every day for the next two weeks, each one a deeper look at one of these tools.
Frequently asked questions
Is Singularity Research free?
Yes. Every page and the daily email are free. The site is educational research and not investment advice.
How often is the data updated?
Prices and headlines update every weekday, GPU prices hourly, and official monthly data (Korea exports, TSMC sales, construction spending) as soon as it is published.
Who is it for?
Investors who own or follow AI infrastructure stocks: chips, memory, optics, power equipment, data-center developers, hyperscalers and neoclouds.
Get the daily brief
Everything that happened across the AI supply chain, in a 3-minute email every weekday. Free.
More guides
Figures quoted are as of the publish date; the linked pages show live data. Educational research by Singularity Research, not investment advice.