TESSARA
LiveUpdated 2d ago
AI Infrastructure Supply Monitor
Is the AI build-out tightening
or easing?
We track the AI infrastructure supply chain daily. When something tightens, you'll see it here first.
80+ sources across 9 data pipelines. Updated daily.
Compute
AI compute structural balance
Memory
HBM & DRAM chip supply
Power
Data center grid prices
Binding Constraint
Memory remains the binding constraint. HBM allocation stays tight into late 2026, while hyperscaler demand commitments continue to outpace visible supply.
Compute Regime Score (CRS)
Structural supply-demand balance of the AI accelerator market. Tracks capex commitment, supply chain throughput, and forward executive signals.
Scarcity·Apr 7
What's driving this
Hyperscaler capex commitment elevated, supply gap wide. Spot tension easing over the past month. Mixed pressure — demand elevated, broad, buildout-led, supply also deteriorating.
Memory Regime Score (MRS)▲ Binding constraint
Can chip factories keep up? Tracks HBM allocation, DRAM + NAND pricing, and Asia shipment flows.
Shortage·Apr 7
What's driving this
HBM allocation is committed through late 2026. Standard memory pricing remains elevated. Asia shipment data shows demand still accelerating while new fab capacity lags.
Components
HBM Tightness64–Q1 '26 earnings Get tomorrow's scores in your inboxNo spam. Unsubscribe any time.
Power Tension Index (PTI)
Data center grid and energy costs
52Balanced
15 zones · 5 regions
▼ 1 vs 7d agoKey driver:Weighted composite of electricity prices across 15 global zones. Balanced but directionally tightening as grid interconnection queues extend in key US data center markets.
Narratives we're tracking5 shifted this week · 15 tracked
▼ -20Who builds the payment rails for AI agents?Steady
▲ +15Datacenter permitting wars: will local regulation stall AI buildout?New
▼ -15HBM3e pricing: can the premium hold?Steady
▼ -5The race to de-China the chip supply chainContested
▼ -5Can China build chips without NVIDIA?Steady
Private Beta
You just saw the scores.
The terminal shows you why they moved.
We track the AI infrastructure supply chain daily. When something tightens, the terminal shows you the evidence before the market prices it in.
✓80+ sources tracked daily✓Every signal traced to its source✓Regime shifts flagged as they form
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80+ sources across 9 pipelines · Updated daily