Data › Layers / what we watch
Eight layers, from the factory to the tools. We watch what decides the price of a job.
For each layer: what our own jobs can gather today, what needs a key, what is still a lead, and what only a person can write down. A layer with nothing behind it says so.
Sources live
14/43
Tallest column 7,292 stored points
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Each floor is a layer; each column a source we watch on it
Solid: the record holds its rows. Hollow: built, keyed, a lead or by hand. Click opens it.
Litho and fab: 1 live of 6
- supply-chain pulse on beat + company pages · live · 2,175 stored points · Open licence · cadence monthly · By day 10 of the month after
- strip on /companies/tsmc · not started · Terms of use · cadence monthly · No set day: the cadence’s own window
- litho layer constraint number: net bookings vs backlog; EUV/DUV units shipped · not started · Terms of use · cadence quarterly · No set day: the cadence’s own window
- capex guidance revisions and N2/N3 revenue mix on the litho page · not started · Terms of use · cadence quarterly · No set day: the cadence’s own window
- backlog / lead-time / China-restriction language across AMAT, LRCX, KLAC · not started · Public domain · cadence quarterly · No set day: the cadence’s own window
- promised vs delivered first-wafer dates per fab (TSMC Arizona, Samsung Taylor, Micron, Intel Ohio) with CHIPS disbursements as the event log · by hand · Public domain · cadence irregular · No set day: the cadence’s own window
HBM and memory: 0 live of 5
- promised vs revised vs delivered HBM capacity (SK hynix, Samsung, Micron) · by hand · Terms of use · cadence quarterly · No set day: the cadence’s own window
- Korea memory-export index on the memory page · needs a key · Open licence · cadence monthly · No set day: the cadence’s own window
- Korea→Taiwan/China memory-chip trade flows (HS 854232) · needs a key · API terms · cadence monthly · No set day: the cadence’s own window
- structured feed for SK hynix / Samsung capex and segment disclosures — upgrades hbm-capacity-guidance · needs a key · API terms · cadence quarterly · No set day: the cadence’s own window
- dated HBM supply and capacity statements, one vendor at a time, from EDGAR filings only — each vendor's own horizon, never a cross-vendor number · by hand · Public domain · cadence quarterly · No set day: the cadence’s own window
Accelerators: 3 live of 7
- claimed-vs-delivered throughput per vendor · live · 139 stored points · Open licence · cadence biannual · No set day: the cadence’s own window
- providers and context windows over time — NON-PRICE fields only · live · 82 stored points · API terms · cadence daily · No set day: the cadence’s own window
- AI supercomputer entrants and accelerator mix · still a lead · No terms published · cadence biannual · No set day: the cadence’s own window
- the accelerator chokepoint calendar — rule effective dates and entity-list additions; forward events a lean can be sealed on · live · 37 stored points · Public domain · cadence continuous · No set day: the cadence’s own window
- days from announcement to availability per accelerator generation · still a lead · Terms of use · cadence per-launch · No set day: the cadence’s own window
- GPU fleet-size disclosures per hyperscaler · not started · Public domain · cadence quarterly · No set day: the cadence’s own window
- entity-list additions as a diff · not started · Public domain · cadence weekly · No set day: the cadence’s own window
Optics and interconnect: 1 live of 4
- what's about to ship, per optical/networking name · still a lead · Public domain · cadence continuous · No set day: the cadence’s own window
- optics constraint number: 800G/1.6T shipment growth via Innolight 300308 / Eoptolink 300502 revenue · still a lead · Terms of use · cadence quarterly · No set day: the cadence’s own window
- backlog language across Coherent, Lumentum, Fabrinet, Ciena; custom-ASIC guidance at Broadcom/Marvell · live · 2 stored points · Public domain · cadence quarterly · No set day: the cadence’s own window
- OFC/ECOC dates on the optics page · still a lead · Terms of use · cadence annual · No set day: the cadence’s own window
Power: 9 live of 21
- US nuclear capacity-factor line; widget on nuclear/SMR company pages · live · 5,130 stored points · Public domain · cadence daily · No set day: the cadence’s own window
- grid-stress index for PJM/ERCOT over datacenter counties · needs a key · Public domain · cadence twice-daily · No set day: the cadence’s own window
- what wholesale power cost each month at eleven US hubs — PJM, ERCOT, CAISO SP15, Mid-C and seven more · live · 627 stored points · Public domain · cadence monthly · No set day: the cadence’s own window
- turbine queue tracker — firm vs reserved GW across GE Vernova, Siemens Energy, Mitsubishi Power · live · 1 stored points · Public domain · cadence quarterly · No set day: the cadence’s own window
- interconnection queue slippage between editions · live · 8 stored points · Licence not read yet · cadence annual · No set day: the cadence’s own window
- the AI power-demand pipeline in Texas, MW by county mapped to names · by hand · Terms of use · cadence monthly · No set day: the cadence’s own window
- Texas generation queue by study stage and fuel (GW, project counts), plus the month's commissioning and cancellation MW · live · 160 stored points · Terms of use · cadence monthly · No set day: the cadence’s own window
- cited lead-time line built from DOE reports and utility IRPs · by hand · Terms of use · cadence irregular · No set day: the cadence’s own window
- new substations near named campuses · still a lead · Open licence · cadence weekly · No set day: the cadence’s own window
- contracted / critical-IT-load MW across the beat · not started · Public domain · cadence quarterly · No set day: the cadence’s own window
- capex guidance revision tracker (the B1 ledger, fed mechanically) · not started · Public domain · cadence quarterly · No set day: the cadence’s own window
- the 'coming online' calendar — every planned US generator and battery with its expected month; the slippage between editions is the series · not started · Public domain · cadence monthly · No set day: the cadence’s own window
- when generation actually arrives — of the MW and the generators EIA-860M dated to last month, how much energized, how much slipped and how far; total, gas, ERCO, gas in ERCO · live · 7,292 stored points · Public domain · cadence monthly · By day 24 of the month after
- US data-centre construction spend, monthly, in dollars put in place — never converted to MW · live · 152 stored points · Public domain · cadence monthly · Newest figure under 96 days old
- what the grid equipment a data centre waits on costs to buy: BLS producer price indexes for transformers and turbines, monthly, each on its own base — a price index, never a lead time · live · 339 stored points · Public domain · cadence monthly · By day 16 of the month after
- each utility's own large-load and data-centre pipeline, stage by stage, in its own words and units, quarterly — never summed across utilities · by hand · Public domain · cadence quarterly · No set day: the cadence’s own window
- IT power and H100-equivalents on the AI campuses Epoch AI tracks, as Epoch estimates them, captured daily so Epoch's revisions become our history · live · 1,260 stored points · Creative Commons BY · cadence daily · No set day: the cadence’s own window
- SMR licensing clock — application, hearing and decision dates per applicant · by hand · Public domain · cadence irregular · No set day: the cadence’s own window
- fuel allocations event log beside the licensing clock · by hand · Public domain · cadence irregular · No set day: the cadence’s own window
- transformer (HS 8504) and turbine (HS 8411) import lead-time proxy · needs a key · Public domain · cadence monthly · No set day: the cadence’s own window
- grid-storage safety event log · still a lead · No terms published · cadence irregular · No set day: the cadence’s own window
Serving and inference: no register entries on this layer
Model training: no register entries on this layer
Harness: no register entries on this layer
53 register entries sit on no layer
Calendars, materials, software and the rest: tracked in the register, kept off the floors rather than put on a layer they do not belong to.
- how many open-weight models were released each day, by size and by licence — the models tracker on /datalive
- the most-downloaded open models, rank over timelive
- which-model-for-which-job with Elo historylive
- Azure's own GPU rate card per GPU-hour (on demand, spot, 1/3/5-year reserved) on /data/gpu-rental's term-ladder and list-vs-market lines and the getHardwarePrices MCP tool. Written by the P6 hardware-prices Friday cron into hardware_price_points (adapter azure-retail), not by a P9 collector. A LIST price — never blended with an observed offer.not started
- who is clearing FDA vs demoingnot started
- adoption curvenot started
- demo → pilot → paid deployment tracker, labelled announced-not-verifiedby hand
- sealed leans on launch dates per provider (P5 LAUNCH)not started
- grades the launch lean; reliability record per vehiclenot started
- licence-to-launch lag per operatorstill a lead
- sealed leans on readout dates; trial-stage tracker per company (P5 TRIAL_READOUT). Also serves biopharmanot started
- the biopharma prints page (P5 REGULATORY)not started
- approval-vs-PDUFA deltanot started
- labelled leaderboardby hand
- cumulative implants, announced-not-verifiedby hand
- agent-framework adoption chartlive
- MCP adoption counterlive
- who's winning consumer AI, rank over timelive
- hiring velocity per labnot started
- weekly count of new AI funds/SPVsnot started
- reliability scorecard per providerlive
- who is locking out AI crawlers — the privacy-cost thesis as a seriesnot started
- compute-growth chartstill a lead
- price line on each material pagenot started
- copper page price line (backup)not started
- proxy line on magnet watchnot started
- uranium ledger price linenot started
- uranium ledger — lbs held and NAV, dailynot started
- the chokepoint calendar — announcement dates ARE the productnot started
- the anode pipeline — announced vs producingnot started
- annual supply context on every material pagenot started
- who is buying their own stock — insider ledger on every company and beat pagelive
- who holds the beat — institutional ownership changes per tracked tickernot started
- short-interest line per company/beatlive
- daily short-volume overlaynot started
- management credibility record — guided (8-K Ex-99 text) vs reported (XBRL companyfacts)not started
- 'your model dies on this date' inside the Personal AI Plan; five-provider retirement calendarlive
- policy calendar beside the BIS onenot started
- water-stress overlay on datacenter-county pages (the sixth layer)not started
- county moratoria and opposition votes — event log on the sixth layerby hand
- water withdrawal per hyperscaler from sustainability PDFsby hand
- who is funding the GW — bond and ABS issuance ledgernot started
- what people actually run — token volume by modelstill a lead
- AI-crawler traffic shareneeds a key
- positioning line on the uranium ledgernot started
- H-1B sponsorship volume per tracked companynot started
- the labour constraint for the buildout — electricians, linemen, constructionneeds a key
- chokepoint-stress line (Suez, Panama, Hormuz) behind materials and equipment lead timesnot started
- robot order and shipment pace — the robotics beat's leading indicatornot started
- capex-cycle lead indicator for equipment namesnot started
- quarterly activity reports and announcements per Australian miner — the announced-vs-producing pipeline one stage deepernot started
- who won the contract — space, robotics, energy namesstill a lead
- mine permitting clockstill a lead
Litho and fab
Only a few can make these. Always busy, never cheap.
1 live · 0 built · 4 we can gather today · 0 need a key · 0 still a lead · 1 by hand
- supply-chain pulse on beat + company pageslive
- strip on /companies/tsmcnot started
- litho layer constraint number: net bookings vs backlog; EUV/DUV units shippednot started
- capex guidance revisions and N2/N3 revenue mix on the litho pagenot started
- backlog / lead-time / China-restriction language across AMAT, LRCX, KLACnot started
- promised vs delivered first-wafer dates per fab (TSMC Arizona, Samsung Taylor, Micron, Intel Ohio) with CHIPS disbursements as the event logby hand
HBM and memory
The part everyone runs short of. Three makers, boom and bust.
0 live · 0 built · 0 we can gather today · 3 need a key · 0 still a lead · 2 by hand
- promised vs revised vs delivered HBM capacity (SK hynix, Samsung, Micron)by hand
- Korea memory-export index on the memory pageneeds a key
- Korea→Taiwan/China memory-chip trade flows (HS 854232)needs a key
- structured feed for SK hynix / Samsung capex and segment disclosures — upgrades hbm-capacity-guidanceneeds a key
- dated HBM supply and capacity statements, one vendor at a time, from EDGAR filings only — each vendor's own horizon, never a cross-vendor numberby hand
Accelerators
The chip that sets the price today. Rivals usually catch up.
3 live · 0 built · 2 we can gather today · 0 need a key · 2 still a lead · 0 by hand
- claimed-vs-delivered throughput per vendorlive
- providers and context windows over time — NON-PRICE fields onlylive
- AI supercomputer entrants and accelerator mixstill a lead
- the accelerator chokepoint calendar — rule effective dates and entity-list additions; forward events a lean can be sealed onlive
- days from announcement to availability per accelerator generationstill a lead
- GPU fleet-size disclosures per hyperscalernot started
- entity-list additions as a diffnot started
Optics and interconnect
The wires between chips. Growing faster than the chips.
1 live · 0 built · 0 we can gather today · 0 need a key · 3 still a lead · 0 by hand
- what's about to ship, per optical/networking namestill a lead
- optics constraint number: 800G/1.6T shipment growth via Innolight 300308 / Eoptolink 300502 revenuestill a lead
- backlog language across Coherent, Lumentum, Fabrinet, Ciena; custom-ASIC guidance at Broadcom/Marvelllive
- OFC/ECOC dates on the optics pagestill a lead
Power
The slowest thing to build and the hardest to get more of.
9 live · 0 built · 3 we can gather today · 2 need a key · 2 still a lead · 5 by hand
- US nuclear capacity-factor line; widget on nuclear/SMR company pageslive
- grid-stress index for PJM/ERCOT over datacenter countiesneeds a key
- what wholesale power cost each month at eleven US hubs — PJM, ERCOT, CAISO SP15, Mid-C and seven morelive
- turbine queue tracker — firm vs reserved GW across GE Vernova, Siemens Energy, Mitsubishi Powerlive
- interconnection queue slippage between editionslive
- the AI power-demand pipeline in Texas, MW by county mapped to namesby hand
- Texas generation queue by study stage and fuel (GW, project counts), plus the month's commissioning and cancellation MWlive
- cited lead-time line built from DOE reports and utility IRPsby hand
- new substations near named campusesstill a lead
- contracted / critical-IT-load MW across the beatnot started
- capex guidance revision tracker (the B1 ledger, fed mechanically)not started
- the 'coming online' calendar — every planned US generator and battery with its expected month; the slippage between editions is the seriesnot started
- when generation actually arrives — of the MW and the generators EIA-860M dated to last month, how much energized, how much slipped and how far; total, gas, ERCO, gas in ERCOlive
- US data-centre construction spend, monthly, in dollars put in place — never converted to MWlive
- what the grid equipment a data centre waits on costs to buy: BLS producer price indexes for transformers and turbines, monthly, each on its own base — a price index, never a lead timelive
- each utility's own large-load and data-centre pipeline, stage by stage, in its own words and units, quarterly — never summed across utilitiesby hand
- IT power and H100-equivalents on the AI campuses Epoch AI tracks, as Epoch estimates them, captured daily so Epoch's revisions become our historylive
- SMR licensing clock — application, hearing and decision dates per applicantby hand
- fuel allocations event log beside the licensing clockby hand
- transformer (HS 8504) and turbine (HS 8411) import lead-time proxyneeds a key
- grid-storage safety event logstill a lead
Serving and inference
Gets ten times cheaper every year. Hard to make money here.
0 live · 0 built · 0 we can gather today · 0 need a key · 0 still a lead · 0 by hand
Nothing in the register sits on this layer yet. The numbers here will be ones we make ourselves — our own runs, what a task costs us, a fixed set of jobs re-run on every release — because nobody publishes them.
Model training
Costs a fortune, and nobody has shown it stays theirs.
0 live · 0 built · 0 we can gather today · 0 need a key · 0 still a lead · 0 by hand
Nothing in the register sits on this layer yet. The numbers here will be ones we make ourselves — our own runs, what a task costs us, a fixed set of jobs re-run on every release — because nobody publishes them.
Harness
The tools and tests around the model. No factory, and nobody owns it yet.
0 live · 0 built · 0 we can gather today · 0 need a key · 0 still a lead · 0 by hand
Nothing in the register sits on this layer yet. The numbers here will be ones we make ourselves — our own runs, what a task costs us, a fixed set of jobs re-run on every release — because nobody publishes them.