Guides to the AI build-out
Short, practical reads on what holds up AI data centers and how to use the data on this site, from power and memory shortages to GPU prices and Korean export numbers.
The Singularity Index: 5 rules for investing in AI bottlenecks
How the public Singularity Index picks AI bottleneck stocks: tightness, trend, momentum, diversification and monthly rebalancing.
Read →Korea chip exports: 7 things AI investors should know
Why Korea's semiconductor exports are the best early read on AI memory demand, what the 2026 records mean, and which stocks they move.
Read →18 alternative data charts that move before AI earnings
Korea chip exports, TSMC monthly revenue, AI server imports, data center construction, transformer prices and more, charted with full history.
Read →8 things GPU rental prices tell you about the AI cycle (H100, H200, B200)
What H100, H200, B200 and B300 rental prices say about AI compute supply, neocloud revenue and GPU lifetimes, with live prices and history since 2023.
Read →The US data center build-out in 9 numbers
How big the US AI data center build-out is: operating, under-construction and planned power, where it is, who is building it and what it costs.
Read →The 10 tightest bottlenecks in the AI data center build-out right now
Gas turbines, HBM memory, grid connections and transformers top our ranking of the 50 supply bottlenecks holding back AI data centers.
Read →7 things the AI Infrastructure Daily brief tells you every morning
What's in the free AI Infrastructure Daily brief: highlights, markets, every segment of the AI supply chain, and what it means for stockholders.
Read →15 things you can do on Singularity Research, the AI data center research site
A tour of every tool on Singularity Research: daily brief, data center map, GPU prices, Korea and Taiwan data, the Singularity Index and more.
Read →8 more posts coming, one a day. RSS feed