Skip to content
Daily
AI Infrastructure Daily
: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free.
Read today's →
Get it free
×
Singularity
Research
Daily Brief
Data Centers
Bottlenecks ▾
Chips & Networking
GPUs, memory, foundry, packaging, optics
Power & Cooling
Turbines, grid, transformers, nuclear, cooling
Materials
Copper, rare earths, gallium, gases
Physical AI
Robots, humanoids, robotaxis, drones
Hot AI Themes
Hyperscalers, cybersecurity, drug discovery, software, space, quantum
All 56 bottlenecks
Ranked by tightness score
Map
Who supplies whom
Heat map
Tightness vs stock performance
Theme performance
Sector and theme indexes vs S&P 500
Stocks
Singularity Index
Data ▾
Alternative data
Korea & Taiwan exports, TSMC sales, memory prices
GPU prices
B200, H200, H100 rental $/hour, daily
Predictions
SemiAnalysis, Morgan Stanley, IEA forecasts
Calendar
Earnings and data releases
Blog
Guides to the AI build-out and this site
Method
How we score bottlenecks and build the data
Buy / Sell
TMDX Tracker
Search stocks, themes…
⌘K
Menu
NVDA
$215.6
+2.18%
TSM
$426.2
+1.83%
SK hynix
₩1,275,000
−0.16%
Samsung Electronics
₩213,000
−1.16%
MU
$906.1
+3.26%
ASML
$1,603.0
+1.98%
AVGO
$330.2
+2.65%
LITE
$823.6
+8.92%
COHR
$221.3
+5.74%
ANET
$177.7
+3.08%
GEV
$856.1
+5.04%
ETN
$374.9
+2.39%
VRT
$200.6
+3.24%
CEG
$254.7
+0.49%
VST
$143.1
+2.11%
PWR
$568.8
+4.09%
HD Hyundai Electric
₩447,000
−4.89%
MP
$38.02
−0.72%
FCX
$65.05
−0.20%
CCJ
$79.31
+0.90%
MSFT
$530.4
+1.12%
META
$642.2
−0.07%
CRWD
$260.3
+1.04%
SMH
$541.9
+2.78%
SPY
$765.6
+0.74%
NVDA
$215.6
+2.18%
TSM
$426.2
+1.83%
SK hynix
₩1,275,000
−0.16%
Samsung Electronics
₩213,000
−1.16%
MU
$906.1
+3.26%
ASML
$1,603.0
+1.98%
AVGO
$330.2
+2.65%
LITE
$823.6
+8.92%
COHR
$221.3
+5.74%
ANET
$177.7
+3.08%
GEV
$856.1
+5.04%
ETN
$374.9
+2.39%
VRT
$200.6
+3.24%
CEG
$254.7
+0.49%
VST
$143.1
+2.11%
PWR
$568.8
+4.09%
HD Hyundai Electric
₩447,000
−4.89%
MP
$38.02
−0.72%
FCX
$65.05
−0.20%
CCJ
$79.31
+0.90%
MSFT
$530.4
+1.12%
META
$642.2
−0.07%
CRWD
$260.3
+1.04%
SMH
$541.9
+2.78%
SPY
$765.6
+0.74%
Email
Unsubscribe
Stop receiving the AI Infrastructure Daily.
Unsubscribe
↑↓
navigate
↵
open
esc
close
Talk to us
Questions, data requests, or capacity to buy or sell.
X
Email
Contact