AI Hyperscale Dashboard

Foundation model releases, AI infrastructure performance, and research digest

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AI ecosystem performance — hyperscalers, semiconductors, infrastructure, and software

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Model Release Timeline

Foundation model releases over time — circle size indicates relative capability

Date	Model	Company	Parameters	Context	MMLU	Capabilities	Notes

AI Infrastructure Stock Performance (Normalized)

Indexed to 100 at start of period — leading indicator of AI infrastructure cycle

Quarterly CapEx Spend ($B)

Capital expenditure by hyperscaler — from public earnings reports

Software vs Semiconductors Divergence

SMH (Semis) vs IGV (Software) normalized to 100. Semis leading = infrastructure phase, Software leading = application phase rotation.

Latest AI-related news from market and technology sources

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