AI hyperscale dashboard
Foundation model releases, AI infrastructure performance, and research digest
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AI ecosystem performance — hyperscalers, semiconductors, infrastructure, and software
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 capital expenditure
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.
Real estate investment trusts powering the AI buildout — digital infrastructure, colocation, and tower assets.
Normalized performance (base 100)
All tickers indexed to 100 at start of period for comparable performance
Relative performance vs S&P 500
Average data center REIT return vs SPY — above 0% = outperforming market
Latest AI-related news from market and technology sources