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FRI 13 MAR 2026 · 22:57 GMT+0
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Overview
Demand
Supply
Rental/CTI
Networking
Tessara
Overview
Demand
Supply
Rental/CTI
Networking
Compute
GPU procurement friction, hyperscaler capex, and supply chain signals
Updated Mar 13
↓ Export
Sector Pulse
Hyperscaler Capex (TTM)
$137.27B
▲ 71.4% YoY
Updated Mar 12
Compute Tension Index
59
/ 100
— Tightening
Updated Mar 13
NVDA DC Revenue (Q)
$62.30B
▲ 75.0% YoY
Updated Mar 12
Networking NPI
49.8
▼ 6.8 pts QoQ
No data
Macro Backdrop
Demand
▲ Accelerating
Hyperscaler Capex
$137.27B TTM
+71.4% YoY
+22.8% QoQ
MSFT · META · AMZN · GOOG
Supply Pipeline
▲ Accelerating
GPU DC Revenue
NVDA
+75.0% YoY
· +21.7% QoQ
AMD
+39.4% YoY
TSMC Monthly Revenue
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Signal Flow for CTI
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